Institutional & Family Asset 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	$11.6K	Hold	96	–	–	﹤0.01%	399
2024 Q1	$12K	Hold	96	–	–	﹤0.01%	386
2023 Q4	$11.2K	Hold	96	–	–	﹤0.01%	377
2023 Q3	$10K	Hold	96	–	–	﹤0.01%	378
2023 Q2	$10.5K	Hold	96	–	–	﹤0.01%	381
2023 Q1	$10.2K	Hold	96	–	–	﹤0.01%	376
2022 Q4	$10.1K	Hold	96	–	–	﹤0.01%	375
2022 Q3	$9K	Hold	96	–	–	﹤0.01%	396
2022 Q2	$10K	Hold	96	–	–	﹤0.01%	391
2022 Q1	$11K	Hold	96	–	–	﹤0.01%	430
2021 Q4	$12K	Hold	96	–	–	﹤0.01%	424
2021 Q3	$11K	Sell	96 -91	-49%	-$10.5K	﹤0.01%	534
2021 Q2	$22K	Buy	187 +91	+95%	+$10.4K	﹤0.01%	463
2021 Q1	$10K	Sell	96 -154	-62%	-$16K	﹤0.01%	568
2020 Q4	$24K	Hold	250	–	–	0.01%	415
2020 Q3	$20K	Hold	250	–	–	﹤0.01%	401
2020 Q2	$19K	Hold	250	–	–	﹤0.01%	401
2020 Q1	$16K	Sell	250 -132	-35%	-$11.3K	﹤0.01%	399
2019 Q4	$36K	Buy	382 +121	+46%	+$11.1K	0.01%	355
2019 Q3	$23K	Buy	261 +11	+4%	+$974	0.01%	383
2019 Q2	$22K	Hold	250	–	–	﹤0.01%	413
2019 Q1	$22K	Hold	250	–	–	﹤0.01%	420
2018 Q4	$19K	Hold	250	–	–	﹤0.01%	413
2018 Q3	$23K	Hold	250	–	–	﹤0.01%	427
2018 Q2	$22K	Hold	250	–	–	﹤0.01%	429
2018 Q1	$22K	Buy	+250	New	+$22.2K	﹤0.01%	403