Independent Advisor Alliance’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-18,670
| Closed | -$2.41M | – | 1106 |
|
|
2024
Q4 | $2.41M | Buy |
+18,670
| New | +$2.41M | 0.03% | 464 |
|
|
2024
Q3 | – | Sell |
-2,968
| Closed | -$358K | – | 737 |
|
|
2024
Q2 | $358K | Hold |
2,968
| – | – | 0.01% | 529 |
|
|
2024
Q1 | $372K | Hold |
2,968
| – | – | 0.01% | 520 |
|
|
2023
Q4 | $345K | Hold |
2,968
| – | – | 0.01% | 514 |
|
|
2023
Q3 | $310K | Buy |
2,968
+898
| +43% | +$93.7K | 0.01% | 512 |
|
|
2023
Q2 | $227K | Hold |
2,070
| – | – | 0.01% | 587 |
|
|
2023
Q1 | $220K | Hold |
2,070
| – | – | 0.01% | 590 |
|
|
2022
Q4 | $218K | Buy |
+2,070
| New | +$218K | 0.07% | 141 |
|
|
2020
Q1 | – | Sell |
-13,612
| Closed | -$1.29M | – | 631 |
|
|
2019
Q4 | $1.29M | Buy |
+13,612
| New | +$1.29M | 0.06% | 313 |
|