Evermay Wealth Management’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
Q2 | $14.2K | Hold |
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2025
Q1 | $13.5K | Hold |
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|
2024
Q4 | $13.9K | Sell |
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|
2024
Q3 | $104K | Sell |
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|
2024
Q2 | $154K | Sell |
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|
2024
Q1 | $164K | Buy |
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|
2023
Q4 | $6.28K | Hold |
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|
2023
Q3 | $5.67K | Hold |
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|
2023
Q2 | $5.93K | Hold |
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|
2023
Q1 | $5.74K | Hold |
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|
2022
Q4 | $5.69K | Hold |
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|
2022
Q3 | $5K | Buy |
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