Everpar 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
Q1
Sell
2024
Q4
$222K Buy
2024
Q3
Sell
2024
Q2
$288K Sell
2024
Q1
$307K Sell
2023
Q4
$352K Buy