Falcon Wealth Planning’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
Q3 | $3.85M | Sell |
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|
2025
Q2 | $3.77M | Sell |
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|
2025
Q1 | $3.9M | Sell |
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|
2024
Q4 | $4.08M | Buy |
|
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|
2024
Q3 | $4.1M | Sell |
|
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|
2024
Q2 | $3.77M | Sell |
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|
2024
Q1 | $4.11M | Sell |
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|
2023
Q4 | $3.93M | Buy |
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|
2023
Q3 | $980K | Buy |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $901K | Sell |
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|
2022
Q4 | $900K | Buy |
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|
2022
Q3 | $788K | Sell |
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|
2022
Q2 | $1.29M | Buy |
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|
2022
Q1 | $581K | Buy |
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|
2021
Q4 | $584K | Sell |
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|
2021
Q3 | $541K | Sell |
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|
2021
Q2 | $557K | Sell |
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|
2021
Q1 | $547K | Sell |
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|
2020
Q4 | $488K | Buy |
|