Financial Connections Group’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 | $68K | Hold |
517
| – | – | 0.03% | 91 |
|
|
2025
Q1 | $65K | Hold |
517
| – | – | 0.03% | 91 |
|
|
2024
Q4 | $66K | Hold |
517
| – | – | 0.03% | 80 |
|
|
2024
Q3 | $68K | Hold |
517
| – | – | 0.03% | 79 |
|
|
2024
Q2 | $62K | Buy |
+517
| New | +$62K | 0.03% | 88 |
|
|
2024
Q1 | – | Sell |
-517
| Closed | -$60K | – | 217 |
|
|
2023
Q4 | $60K | Buy |
+517
| New | +$60K | 0.04% | 93 |
|
|
2023
Q3 | – | Sell |
-517
| Closed | -$56K | – | 180 |
|
|
2023
Q2 | $56K | Hold |
517
| – | – | 0.04% | 101 |
|
|
2023
Q1 | $54K | Hold |
517
| – | – | 0.04% | 87 |
|
|
2022
Q4 | $54K | Hold |
517
| – | – | 0.04% | 84 |
|
|
2022
Q3 | $49K | Sell |
517
-285
| -36% | -$27K | 0.04% | 78 |
|
|
2022
Q2 | $81K | Buy |
802
+285
| +55% | +$28.8K | 0.07% | 81 |
|
|
2022
Q1 | $61K | Hold |
517
| – | – | 0.06% | 93 |
|
|
2021
Q4 | $63K | Buy |
+517
| New | +$63K | 0.06% | 92 |
|