EWM
Evermay 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 | $14.2K | Hold |
107
| – | – | ﹤0.01% | 417 |
|
|
2025
Q1 | $13.5K | Hold |
107
| – | – | ﹤0.01% | 414 |
|
|
2024
Q4 | $13.9K | Sell |
107
-677
| -86% | -$87.8K | ﹤0.01% | 405 |
|
|
2024
Q3 | $104K | Sell |
784
-491
| -39% | -$64.9K | 0.02% | 266 |
|
|
2024
Q2 | $154K | Sell |
1,275
-35
| -3% | -$4.23K | 0.02% | 216 |
|
|
2024
Q1 | $164K | Buy |
1,310
+1,256
| +2,326% | +$157K | 0.02% | 212 |
|
|
2023
Q4 | $6.28K | Hold |
54
| – | – | ﹤0.01% | 473 |
|
|
2023
Q3 | $5.67K | Hold |
54
| – | – | ﹤0.01% | 463 |
|
|
2023
Q2 | $5.93K | Hold |
54
| – | – | ﹤0.01% | 457 |
|
|
2023
Q1 | $5.74K | Hold |
54
| – | – | ﹤0.01% | 451 |
|
|
2022
Q4 | $5.69K | Hold |
54
| – | – | ﹤0.01% | 450 |
|
|
2022
Q3 | $5K | Buy |
+54
| New | +$5K | ﹤0.01% | 442 |
|