IWM
Iams Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,152
| Closed | -$537K | – | 167 |
|
|
2024
Q4 | $537K | Buy |
+4,152
| New | +$537K | 0.25% | 102 |
|
|
2024
Q3 | – | Sell |
-4,731
| Closed | -$571K | – | 152 |
|
|
2024
Q2 | $571K | Buy |
+4,731
| New | +$571K | 0.31% | 88 |
|
|
2023
Q2 | – | Sell |
-9,137
| Closed | -$955K | – | 85 |
|
|
2023
Q1 | $955K | Buy |
+9,137
| New | +$955K | 0.79% | 40 |
|