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Kiely Wealth Advisory Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Kiely Wealth Advisory Group’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$132K Hold
990
– – 0.08% 79
2024
Q3 		$135K Hold
990
– – 0.09% 79
2024
Q2 		$122K Hold
990
– – 0.07% 67
2024
Q1 		$120K Hold
990
– – 0.07% 64
2023
Q4 		$114K Buy
+990
New +$114K 0.07% 65