Financial Perspectives’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 | $1.42K | Sell |
11
-32
| -74% | -$4.13K | ﹤0.01% | 644 |
|
|
2025
Q1 | $5.42K | Sell |
43
-31
| -42% | -$3.91K | ﹤0.01% | 562 |
|
|
2024
Q4 | $9.57K | Hold |
74
| – | – | ﹤0.01% | 509 |
|
|
2024
Q3 | $9.79K | Hold |
74
| – | – | ﹤0.01% | 476 |
|
|
2024
Q2 | $8.94K | Hold |
74
| – | – | ﹤0.01% | 476 |
|
|
2024
Q1 | $9.27K | Hold |
74
| – | – | ﹤0.01% | 466 |
|
|
2023
Q4 | $8.61K | Hold |
74
| – | – | ﹤0.01% | 488 |
|
|
2023
Q3 | $7.72K | Hold |
74
| – | – | ﹤0.01% | 479 |
|
|
2023
Q2 | $8.13K | Buy |
+74
| New | +$8.13K | ﹤0.01% | 468 |
|