HIW
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Holos Integrated Wealth’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Holos Integrated Wealth’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$103K Hold
767
– – 0.06% 85
2025
Q1 		$96.6K Hold
767
– – 0.06% 86
2024
Q4 		$99.2K Buy
+767
New +$99.2K 0.07% 79