Focus Partners Wealth’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.3M | Buy |
206,898
+40,159
| +24% | +$5.31M | 0.06% | 292 |
|
|
2025
Q1 | $21M | Sell |
166,739
-4,401
| -3% | -$554K | 0.05% | 320 |
|
|
2024
Q4 | $22.1M | Buy |
171,140
+160,055
| +1,444% | +$20.7M | 0.06% | 305 |
|
|
2024
Q3 | $1.47M | Sell |
11,085
-226,055
| -95% | -$29.9M | ﹤0.01% | 841 |
|
|
2024
Q2 | $28.6M | Buy |
237,140
+117,608
| +98% | +$14.2M | 0.1% | 201 |
|
|
2024
Q1 | $15M | Buy |
119,532
+114,671
| +2,359% | +$14.4M | 0.12% | 172 |
|
|
2023
Q4 | $565K | Buy |
+4,861
| New | +$565K | 0.01% | 554 |
|