Horizons Wealth Management’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 | $39K | Hold |
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|
2025
Q2 | $36.9K | Hold |
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|
2025
Q1 | $35.1K | Hold |
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|
2024
Q4 | $36.1K | Sell |
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|
2024
Q3 | $37K | Hold |
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|
2024
Q2 | $34.9K | Hold |
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|
2024
Q1 | $32.5K | Hold |
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|
2023
Q4 | $32.5K | Hold |
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|
2023
Q3 | $29.2K | Sell |
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|
2023
Q2 | $37.3K | Sell |
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|
2023
Q1 | $39.6K | Hold |
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|
2022
Q4 | $39K | Hold |
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|
2022
Q3 | $36K | Hold |
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|
2022
Q2 | $43K | Buy |
|