Howard Bailey Securities’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	$6.88M	Buy	52,084 +8,967	+21%	+$1.18M	2.64%	11
2025 Q1	$5.43M	Sell	43,117 -1,274	-3%	-$160K	2.19%	14
2024 Q4	$5.74M	Buy	44,391 +1,529	+4%	+$198K	2.13%	15
2024 Q3	$5.67M	Buy	+42,862	New	+$5.67M	2.15%	15