Kelly Financial Services’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
2024
Q3
Sell
-160
Closed -$19.3K 436
2024
Q2
$19.3K Hold
160
0.01% 334
2024
Q1
$20.1K Hold
160
0.01% 324
2023
Q4
$18.6K Buy
+160
New +$18.6K 0.01% 314