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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$24.1K Sell
2024
Q1
$751K Buy
2023
Q4
$678K Buy
2023
Q3
$454K Hold
2023
Q2
$478K Buy
2023
Q1
$461K Buy
2022
Q4
$449K Sell
2022
Q3
$619K Buy
2022
Q2
$708K Buy
2022
Q1
$698K Buy