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Dynamic Financial Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Dynamic Financial Group’s Portfolio IWS Stock Details IWS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$473K Sell
3,578
-4
-0.1% -$529 0.46% 33
2025
Q1 		$451K Sell
3,582
-11
-0.3% -$1.39K 0.45% 25
2024
Q4 		$465K Buy
+3,593
New +$465K 0.47% 24