Keel Point’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Keel Point’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$742K	Buy
2025 Q1	$308K	Buy
2024 Q4	$310K	Sell
2024 Q3	$322K	Buy
2024 Q2	$282K	Sell
2024 Q1	$319K	Sell
2023 Q4	$348K	Sell
2023 Q3	$685K	Sell
2023 Q2	$737K	Buy
2022 Q4	–	Sell
2022 Q3	$374K	Buy