Iams Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Iams Wealth Management’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
2025 Q1	–	Sell
2024 Q4	$537K	Buy
2024 Q3	–	Sell
2024 Q2	$571K	Buy
2023 Q2	–	Sell
2023 Q1	$955K	Buy