Empirical Wealth 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 | $352K | Buy |
2,664
+248
| +10% | +$32.8K | 0.01% | 489 |
|
|
2025
Q1 | $304K | Buy |
+2,416
| New | +$304K | 0.01% | 512 |
|
|
2022
Q1 | – | Sell |
-2,042
| Closed | -$250K | – | 521 |
|
|
2021
Q4 | $250K | Hold |
2,042
| – | – | 0.01% | 449 |
|
|
2021
Q3 | $231K | Buy |
2,042
+4
| +0.2% | +$452 | 0.01% | 413 |
|
|
2021
Q2 | $234K | Buy |
2,038
+15
| +0.7% | +$1.72K | 0.01% | 402 |
|
|
2021
Q1 | $221K | Buy |
+2,023
| New | +$221K | 0.02% | 358 |
|
|
2020
Q1 | – | Sell |
-3,404
| Closed | -$323K | – | 333 |
|
|
2019
Q4 | $323K | Buy |
+3,404
| New | +$323K | 0.04% | 242 |
|