Gen-Wealth Partners’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 | $31.6K | Buy |
239
+3
| +1% | +$396 | 0.01% | 374 |
|
|
2025
Q1 | $29.7K | Buy |
236
+2
| +0.9% | +$252 | 0.01% | 382 |
|
|
2024
Q4 | $30.3K | Buy |
234
+2
| +0.9% | +$259 | 0.01% | 403 |
|
|
2024
Q3 | $30.7K | Buy |
232
+122
| +111% | +$16.1K | 0.01% | 418 |
|
|
2024
Q2 | $13.3K | Hold |
110
| – | – | 0.01% | 451 |
|
|
2024
Q1 | $13.8K | Buy |
+110
| New | +$13.8K | 0.01% | 438 |
|