Independent Advisor Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $219K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $2.41M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $358K | Hold |
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|
2024
Q1 | $372K | Hold |
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|
2023
Q4 | $345K | Hold |
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|
2023
Q3 | $310K | Buy |
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|
2023
Q2 | $227K | Hold |
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|
2023
Q1 | $220K | Hold |
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|
2022
Q4 | $218K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.29M | Buy |
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