FPAS
Focus Partners Advisor Solutions’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 | $5.18M | Sell |
39,187
-656
| -2% | -$86.7K | 0.07% | 141 |
|
|
2025
Q1 | $5.02M | Buy |
39,843
+113
| +0.3% | +$14.2K | 0.08% | 127 |
|
|
2024
Q4 | $5.14M | Buy |
39,730
+33,339
| +522% | +$4.31M | 0.09% | 113 |
|
|
2024
Q3 | $845K | Sell |
6,391
-90
| -1% | -$11.9K | 0.02% | 316 |
|
|
2024
Q2 | $783K | Sell |
6,481
-1,279
| -16% | -$154K | 0.02% | 281 |
|
|
2024
Q1 | $973K | Buy |
7,760
+4,535
| +141% | +$568K | 0.03% | 245 |
|
|
2023
Q4 | $375K | Buy |
+3,225
| New | +$375K | 0.02% | 295 |
|