Householder Group Estate & Retirement Specialist’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$384K	Sell
2024 Q3	$403K	Sell
2024 Q2	$370K	Hold
2024 Q1	$385K	Sell
2023 Q4	$361K	Buy
2023 Q3	$14.6K	Buy
2023 Q1	$17K	Buy
2022 Q4	–	Sell
2022 Q3	$8K	Buy