FCAS
First Command Advisory Services’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $197K | Buy |
1,489
+225
| +18% | +$29.7K | ﹤0.01% | 172 |
|
|
2025
Q1 | $159K | Sell |
1,264
-282
| -18% | -$35.5K | ﹤0.01% | 185 |
|
|
2024
Q4 | $200K | Sell |
1,546
-136
| -8% | -$17.6K | ﹤0.01% | 163 |
|
|
2024
Q3 | $222K | Hold |
1,682
| – | – | ﹤0.01% | 163 |
|
|
2024
Q2 | $203K | Hold |
1,682
| – | – | ﹤0.01% | 150 |
|
|
2024
Q1 | $211K | Sell |
1,682
-85
| -5% | -$10.7K | ﹤0.01% | 148 |
|
|
2023
Q4 | $205K | Buy |
1,767
+85
| +5% | +$9.89K | ﹤0.01% | 144 |
|
|
2023
Q3 | $176K | Buy |
+1,682
| New | +$176K | ﹤0.01% | 150 |
|
|
2022
Q1 | – | Sell |
-10
| Closed | -$1K | – | 74 |
|
|
2021
Q4 | $1K | Sell |
10
-1
| -9% | -$100 | ﹤0.01% | 33 |
|
|
2021
Q3 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 53 |
|