Intrepid Financial Planning Group’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
Q2 | $1.67M | Sell |
12,668
-29
| -0.2% | -$3.83K | 0.7% | 35 |
|
|
2025
Q1 | $1.6M | Buy |
12,697
+112
| +0.9% | +$14.1K | 0.74% | 33 |
|
|
2024
Q4 | $1.63M | Sell |
12,585
-418
| -3% | -$54.1K | 0.69% | 36 |
|
|
2024
Q3 | $1.72M | Sell |
13,003
-54
| -0.4% | -$7.14K | 0.74% | 34 |
|
|
2024
Q2 | $1.58M | Sell |
13,057
-158
| -1% | -$19.1K | 0.68% | 38 |
|
|
2024
Q1 | $1.66M | Sell |
13,215
-18
| -0.1% | -$2.26K | 0.72% | 38 |
|
|
2023
Q4 | $1.54M | Sell |
13,233
-194
| -1% | -$22.6K | 0.74% | 35 |
|
|
2023
Q3 | $1.4M | Sell |
13,427
-25
| -0.2% | -$2.61K | 0.73% | 36 |
|
|
2023
Q2 | $1.48M | Sell |
13,452
-72
| -0.5% | -$7.91K | 0.71% | 38 |
|
|
2023
Q1 | $1.44M | Sell |
13,524
-781
| -5% | -$82.9K | 0.72% | 38 |
|
|
2022
Q4 | $1.51M | Sell |
14,305
-378
| -3% | -$39.8K | 0.82% | 31 |
|
|
2022
Q3 | $1.41M | Sell |
14,683
-138
| -0.9% | -$13.3K | 0.8% | 33 |
|
|
2022
Q2 | $1.51M | Buy |
+14,821
| New | +$1.51M | 0.83% | 32 |
|