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IBEX Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

IBEX Wealth Advisors’s Portfolio IWS Stock Details IWS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$222K Buy
+1,678
New +$222K 0.02% 184
2025
Q1 		– Sell
-1,666
Closed -$215K – 170
2024
Q4 		$215K Buy
+1,666
New +$215K 0.03% 196