Empirical Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Empirical Wealth Management’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$352K	Buy
2025 Q1	$304K	Buy
2022 Q1	–	Sell
2021 Q4	$250K	Hold
2021 Q3	$231K	Buy
2021 Q2	$234K	Buy
2021 Q1	$221K	Buy
2020 Q1	–	Sell
2019 Q4	$323K	Buy