Founders Financial Alliance’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $80.3K | Buy |
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|
2025
Q2 | $7.93K | Sell |
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|
2025
Q1 | $72K | Buy |
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|
2024
Q4 | $73.8K | Buy |
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|
2024
Q3 | $75.2K | Buy |
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|
2024
Q2 | $68.5K | Hold |
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|
2024
Q1 | $71.1K | Hold |
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|
2023
Q4 | $65.9K | Hold |
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|
2023
Q3 | $59.2K | Hold |
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|
2023
Q2 | $62.3K | Buy |
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|
2023
Q1 | $46.9K | Hold |
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|
2022
Q4 | $47.2K | Hold |
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|
2022
Q3 | $43K | Sell |
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|
2022
Q2 | $82K | Buy |
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|
2022
Q1 | $54K | Hold |
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|
2021
Q4 | $55K | Hold |
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|
2021
Q3 | $51K | Hold |
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|
2021
Q2 | $52K | Sell |
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|
2021
Q1 | $58K | Sell |
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|
2020
Q4 | $54K | Hold |
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|
2020
Q3 | $46K | Buy |
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