FFA
First Foundation Advisors’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 | $2.07M | Buy |
15,653
+2,874
| +22% | +$380K | 0.08% | 134 |
|
|
2025
Q1 | $1.61M | Buy |
12,779
+2,410
| +23% | +$304K | 0.07% | 139 |
|
|
2024
Q4 | $1.34M | Sell |
10,369
-175
| -2% | -$22.6K | 0.05% | 150 |
|
|
2024
Q3 | $1.39M | Buy |
10,544
+465
| +5% | +$61.5K | 0.05% | 151 |
|
|
2024
Q2 | $1.22M | Buy |
10,079
+1,316
| +15% | +$159K | 0.05% | 151 |
|
|
2024
Q1 | $1.1M | Buy |
8,763
+938
| +12% | +$118K | 0.04% | 165 |
|
|
2023
Q4 | $910K | Buy |
7,825
+5,099
| +187% | +$593K | 0.04% | 178 |
|
|
2023
Q3 | $284K | Buy |
2,726
+500
| +22% | +$52.2K | 0.01% | 333 |
|
|
2023
Q2 | $244K | Buy |
+2,226
| New | +$244K | 0.01% | 352 |
|