Financial Alternatives’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $484K | Hold |
3,662
| – | – | 0.32% | 47 |
|
|
2025
Q1 | $461K | Hold |
3,662
| – | – | 0.33% | 45 |
|
|
2024
Q4 | $474K | Hold |
3,662
| – | – | 0.33% | 47 |
|
|
2024
Q3 | $484K | Hold |
3,662
| – | – | 0.34% | 46 |
|
|
2024
Q2 | $442K | Hold |
3,662
| – | – | 0.33% | 48 |
|
|
2024
Q1 | $459K | Hold |
3,662
| – | – | 0.35% | 45 |
|
|
2023
Q4 | $426K | Hold |
3,662
| – | – | 0.36% | 48 |
|
|
2023
Q3 | $382K | Sell |
3,662
-409
| -10% | -$42.7K | 0.35% | 48 |
|
|
2023
Q2 | $447K | Hold |
4,071
| – | – | 0.4% | 42 |
|
|
2023
Q1 | $432K | Hold |
4,071
| – | – | 0.41% | 42 |
|
|
2022
Q4 | $429K | Buy |
+4,071
| New | +$429K | 0.43% | 42 |
|