First Ascent Asset Management’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
2023
Q4
$1.78M Buy
2023
Q3
$1.56M Sell
2023
Q2
$1.67M Buy
2023
Q1
$1.48M Buy
2022
Q4
$1.36M Buy