EA
Everpar 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
Q1 | – | Sell |
-1,713
| Closed | -$222K | – | 263 |
|
|
2024
Q4 | $222K | Buy |
+1,713
| New | +$222K | 0.11% | 246 |
|
|
2024
Q3 | – | Sell |
-2,386
| Closed | -$288K | – | 272 |
|
|
2024
Q2 | $288K | Sell |
2,386
-61
| -2% | -$7.37K | 0.14% | 199 |
|
|
2024
Q1 | $307K | Sell |
2,447
-581
| -19% | -$72.8K | 0.19% | 175 |
|
|
2023
Q4 | $352K | Buy |
+3,028
| New | +$352K | 0.16% | 195 |
|