Kingdom Financial Group’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 | $4.07M | Sell |
30,768
-12,647
| -29% | -$1.67M | 3.55% | 7 |
|
|
2025
Q1 | $5.47M | Sell |
43,415
-1,910
| -4% | -$241K | 4.01% | 12 |
|
|
2024
Q4 | $5.86M | Sell |
45,325
-1,797
| -4% | -$232K | 4.01% | 12 |
|
|
2024
Q3 | $6.23M | Buy |
47,122
+20
| +0% | +$2.65K | 4.66% | 10 |
|
|
2024
Q2 | $5.69M | Buy |
47,102
+2,464
| +6% | +$297K | 3.85% | 11 |
|
|
2024
Q1 | $5.59M | Buy |
44,638
+12,464
| +39% | +$1.56M | 3.93% | 12 |
|
|
2023
Q4 | $3.74M | Sell |
32,174
-2,027
| -6% | -$236K | 3.26% | 9 |
|
|
2023
Q3 | $3.57M | Buy |
34,201
+1,417
| +4% | +$148K | 3.36% | 10 |
|
|
2023
Q2 | $3.6M | Buy |
+32,784
| New | +$3.6M | 3.53% | 10 |
|