Horizons Wealth Management’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 | $36.9K | Hold |
279
| – | – | 0.03% | 108 |
|
|
2025
Q1 | $35.1K | Hold |
279
| – | – | 0.03% | 109 |
|
|
2024
Q4 | $36.1K | Sell |
279
-1
| -0.4% | -$129 | 0.03% | 105 |
|
|
2024
Q3 | $37K | Hold |
280
| – | – | 0.03% | 109 |
|
|
2024
Q2 | $34.9K | Hold |
280
| – | – | 0.03% | 110 |
|
|
2024
Q1 | $32.5K | Hold |
280
| – | – | 0.02% | 109 |
|
|
2023
Q4 | $32.5K | Hold |
280
| – | – | 0.02% | 109 |
|
|
2023
Q3 | $29.2K | Sell |
280
-60
| -18% | -$6.26K | 0.02% | 112 |
|
|
2023
Q2 | $37.3K | Sell |
340
-33
| -9% | -$3.63K | 0.03% | 109 |
|
|
2023
Q1 | $39.6K | Hold |
373
| – | – | 0.03% | 93 |
|
|
2022
Q4 | $39K | Hold |
373
| – | – | 0.03% | 99 |
|
|
2022
Q3 | $36K | Hold |
373
| – | – | 0.03% | 89 |
|
|
2022
Q2 | $43K | Buy |
+373
| New | +$43K | 0.04% | 87 |
|