Enclave Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$525K Hold
2025
Q2
$497K Hold
2025
Q1
$474K Hold
2024
Q4
$486K Hold
2024
Q3
$497K Buy