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FMA Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

FMA Wealth Management’s Portfolio IWS Stock Details IWS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-30,582
Closed -$3.69M – 50
2024
Q2 		$3.69M Buy
30,582
+62
+0.2% +$7.49K 2.98% 9
2024
Q1 		$3.83M Buy
30,520
+33
+0.1% +$4.14K 3.17% 8
2023
Q4 		$3.54M Buy
+30,487
New +$3.54M 3.23% 8