Founders Financial Alliance’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 | $7.93K | Sell |
60
-512
| -90% | -$67.7K | ﹤0.01% | 473 |
|
|
2025
Q1 | $72K | Buy |
572
+2
| +0.4% | +$252 | 0.02% | 413 |
|
|
2024
Q4 | $73.8K | Buy |
570
+1
| +0.2% | +$129 | 0.02% | 350 |
|
|
2024
Q3 | $75.2K | Buy |
569
+2
| +0.4% | +$264 | 0.02% | 359 |
|
|
2024
Q2 | $68.5K | Hold |
567
| – | – | 0.02% | 348 |
|
|
2024
Q1 | $71.1K | Hold |
567
| – | – | 0.02% | 353 |
|
|
2023
Q4 | $65.9K | Hold |
567
| – | – | 0.03% | 318 |
|
|
2023
Q3 | $59.2K | Hold |
567
| – | – | 0.03% | 306 |
|
|
2023
Q2 | $62.3K | Buy |
567
+119
| +27% | +$13.1K | 0.02% | 328 |
|
|
2023
Q1 | $46.9K | Hold |
448
| – | – | 0.02% | 306 |
|
|
2022
Q4 | $47.2K | Hold |
448
| – | – | 0.02% | 329 |
|
|
2022
Q3 | $43K | Sell |
448
-357
| -44% | -$34.3K | 0.02% | 330 |
|
|
2022
Q2 | $82K | Buy |
805
+357
| +80% | +$36.4K | 0.04% | 280 |
|
|
2022
Q1 | $54K | Hold |
448
| – | – | 0.02% | 318 |
|
|
2021
Q4 | $55K | Hold |
448
| – | – | 0.02% | 352 |
|
|
2021
Q3 | $51K | Hold |
448
| – | – | 0.02% | 329 |
|
|
2021
Q2 | $52K | Sell |
448
-52
| -10% | -$6.04K | 0.02% | 342 |
|
|
2021
Q1 | $58K | Sell |
500
-50
| -9% | -$5.8K | 0.03% | 318 |
|
|
2020
Q4 | $54K | Hold |
550
| – | – | 0.03% | 289 |
|
|
2020
Q3 | $46K | Buy |
+550
| New | +$46K | 0.03% | 397 |
|