EWA
ERTS Wealth Advisors’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 | $1.26M | Sell |
9,505
-273
| -3% | -$36.1K | 0.43% | 19 |
|
|
2025
Q1 | $1.23M | Sell |
9,778
-1,419
| -13% | -$179K | 0.24% | 26 |
|
|
2024
Q4 | $1.45M | Buy |
11,197
+679
| +6% | +$87.8K | 0.27% | 27 |
|
|
2024
Q3 | $1.39M | Sell |
10,518
-110
| -1% | -$14.5K | 0.26% | 26 |
|
|
2024
Q2 | $1.28M | Buy |
10,628
+1
| +0% | +$121 | 0.26% | 27 |
|
|
2024
Q1 | $1.33M | Sell |
10,627
-406
| -4% | -$50.9K | 0.27% | 24 |
|
|
2023
Q4 | $1.28M | Sell |
11,033
-414
| -4% | -$48.1K | 0.28% | 22 |
|
|
2023
Q3 | $1.19M | Buy |
11,447
+62
| +0.5% | +$6.47K | 0.29% | 22 |
|
|
2023
Q2 | $1.25M | Buy |
11,385
+419
| +4% | +$46K | 0.29% | 23 |
|
|
2023
Q1 | $1.16M | Sell |
10,966
-3,973
| -27% | -$422K | 0.28% | 24 |
|
|
2022
Q4 | $1.57M | Sell |
14,939
-719
| -5% | -$75.7K | 0.41% | 27 |
|
|
2022
Q3 | $1.5M | Buy |
15,658
+165
| +1% | +$15.8K | 0.42% | 24 |
|
|
2022
Q2 | $1.57M | Buy |
15,493
+75
| +0.5% | +$7.62K | 0.45% | 20 |
|
|
2022
Q1 | $1.85M | Buy |
15,418
+3,114
| +25% | +$373K | 0.52% | 19 |
|
|
2021
Q4 | $1.5M | Buy |
12,304
+10
| +0.1% | +$1.22K | 0.36% | 23 |
|
|
2021
Q3 | $1.39M | Buy |
12,294
+330
| +3% | +$37.4K | 0.37% | 25 |
|
|
2021
Q2 | $1.38M | Sell |
11,964
-6,423
| -35% | -$738K | 0.37% | 23 |
|
|
2021
Q1 | $2.01M | Sell |
18,387
-1,037
| -5% | -$113K | 0.6% | 20 |
|
|
2020
Q4 | $1.88M | Buy |
19,424
+602
| +3% | +$58.4K | 0.61% | 20 |
|
|
2020
Q3 | $1.52M | Sell |
18,822
-3,992
| -17% | -$323K | 0.57% | 22 |
|
|
2020
Q2 | $1.75M | Sell |
22,814
-2,630
| -10% | -$201K | 0.71% | 20 |
|
|
2020
Q1 | $1.63M | Buy |
+25,444
| New | +$1.63M | 0.79% | 21 |
|
|
2019
Q1 | – | Sell |
-2,187
| Closed | -$167K | – | 204 |
|
|
2018
Q4 | $167K | Buy |
+2,187
| New | +$167K | 0.12% | 83 |
|