JFS Wealth Advisors’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 | $414K | Buy |
3,133
+194
| +7% | +$25.6K | 0.03% | 225 |
|
|
2025
Q1 | $370K | Hold |
2,939
| – | – | 0.03% | 232 |
|
|
2024
Q4 | $380K | Hold |
2,939
| – | – | 0.03% | 224 |
|
|
2024
Q3 | $389K | Hold |
2,939
| – | – | 0.03% | 217 |
|
|
2024
Q2 | $355K | Hold |
2,939
| – | – | 0.03% | 178 |
|
|
2024
Q1 | $368K | Hold |
2,939
| – | – | 0.03% | 180 |
|
|
2023
Q4 | $342K | Hold |
2,939
| – | – | 0.03% | 172 |
|
|
2023
Q3 | $307K | Hold |
2,939
| – | – | 0.03% | 176 |
|
|
2023
Q2 | $323K | Hold |
2,939
| – | – | 0.03% | 174 |
|
|
2023
Q1 | $312K | Hold |
2,939
| – | – | 0.03% | 173 |
|
|
2022
Q4 | $310K | Hold |
2,939
| – | – | 0.03% | 177 |
|
|
2022
Q3 | $282K | Hold |
2,939
| – | – | 0.03% | 183 |
|
|
2022
Q2 | $299K | Hold |
2,939
| – | – | 0.03% | 176 |
|
|
2022
Q1 | $352K | Hold |
2,939
| – | – | 0.03% | 182 |
|
|
2021
Q4 | $360K | Hold |
2,939
| – | – | 0.03% | 180 |
|
|
2021
Q3 | $333K | Buy |
+2,939
| New | +$333K | 0.03% | 176 |
|