EPM
Elm Partners Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Sell |
1,903
-1,326
| -41% | -$175K | 0.01% | 90 |
|
|
2025
Q1 | $407K | Buy |
3,229
+682
| +27% | +$85.9K | 0.03% | 51 |
|
|
2024
Q4 | $329K | Buy |
2,547
+326
| +15% | +$42.2K | 0.02% | 55 |
|
|
2024
Q3 | $294K | Hold |
2,221
| – | – | 0.02% | 54 |
|
|
2024
Q2 | $268K | Hold |
2,221
| – | – | 0.02% | 58 |
|
|
2024
Q1 | $278K | Buy |
+2,221
| New | +$278K | 0.02% | 57 |
|