JFS Wealth Advisors’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
Q2 | $414K | Buy |
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|
2025
Q1 | $370K | Hold |
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|
2024
Q4 | $380K | Hold |
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|
2024
Q3 | $389K | Hold |
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|
2024
Q2 | $355K | Hold |
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|
2024
Q1 | $368K | Hold |
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|
2023
Q4 | $342K | Hold |
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|
2023
Q3 | $307K | Hold |
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|
2023
Q2 | $323K | Hold |
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|
2023
Q1 | $312K | Hold |
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|
2022
Q4 | $310K | Hold |
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|
2022
Q3 | $282K | Hold |
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|
2022
Q2 | $299K | Hold |
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|
2022
Q1 | $352K | Hold |
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|
2021
Q4 | $360K | Hold |
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|
2021
Q3 | $333K | Buy |
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