IWA
Icon Wealth Advisors’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
Q2 | $418K | Buy |
3,162
+1
| +0% | +$132 | 0.03% | 270 |
|
|
2025
Q1 | $398K | Sell |
3,161
-37
| -1% | -$4.66K | 0.03% | 247 |
|
|
2024
Q4 | $414K | Sell |
3,198
-10
| -0.3% | -$1.29K | 0.03% | 244 |
|
|
2024
Q3 | $424K | Buy |
3,208
+2
| +0.1% | +$265 | 0.04% | 232 |
|
|
2024
Q2 | $410K | Buy |
3,206
+1
| +0% | +$128 | 0.04% | 238 |
|
|
2024
Q1 | $402K | Buy |
3,205
+1
| +0% | +$125 | 0.04% | 233 |
|
|
2023
Q4 | $373K | Buy |
+3,204
| New | +$373K | 0.04% | 233 |
|
|
2022
Q4 | $349K | Hold |
3,314
| – | – | 0.04% | 228 |
|
|
2022
Q3 | $318K | Buy |
+3,314
| New | +$318K | 0.04% | 236 |
|