FWG Investments’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 | $1.34M | Buy |
+10,123
| New | +$1.34M | 1.02% | 30 |
|
|
2025
Q1 | – | Sell |
-8,673
| Closed | -$1.12M | – | 86 |
|
|
2024
Q4 | $1.12M | Buy |
8,673
+83
| +1% | +$10.7K | 0.87% | 37 |
|
|
2024
Q3 | $1.14M | Sell |
8,590
-214
| -2% | -$28.3K | 0.98% | 32 |
|
|
2024
Q2 | $1.06M | Sell |
8,804
-972
| -10% | -$117K | 1.07% | 25 |
|
|
2024
Q1 | $1.23M | Sell |
9,776
-1,015
| -9% | -$127K | 1.33% | 19 |
|
|
2023
Q4 | $1.25M | Buy |
+10,791
| New | +$1.25M | 1.56% | 14 |
|