Financial Gravity Companies’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 | $22.5K | Buy |
+170
| New | +$22.5K | ﹤0.01% | 437 |
|
|
2024
Q4 | $34.4K | Hold |
266
| – | – | 0.01% | 349 |
|
|
2024
Q3 | $35.2K | Buy |
+266
| New | +$35.2K | 0.01% | 210 |
|
|
2018
Q4 | $34K | Buy |
+398
| New | +$34K | 0.03% | 425 |
|
|
2018
Q1 | $9K | Buy |
101
+38
| +60% | +$3.39K | 0.01% | 607 |
|
|
2017
Q4 | $6K | Buy |
+63
| New | +$6K | 0.01% | 674 |
|