Larson 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 | $35.7K | Sell |
271
-2
| -0.7% | -$264 | ﹤0.01% | 1207 |
|
|
2025
Q1 | $34.3K | Buy |
273
+1
| +0.4% | +$126 | ﹤0.01% | 1156 |
|
|
2024
Q4 | $35.2K | Buy |
272
+1
| +0.4% | +$129 | ﹤0.01% | 1007 |
|
|
2024
Q3 | $35.8K | Buy |
271
+1
| +0.4% | +$132 | ﹤0.01% | 1002 |
|
|
2024
Q2 | $32.6K | Buy |
270
+18
| +7% | +$2.17K | ﹤0.01% | 913 |
|
|
2024
Q1 | $31.6K | Buy |
252
+2
| +0.8% | +$251 | ﹤0.01% | 790 |
|
|
2023
Q4 | $29K | Buy |
250
+3
| +1% | +$348 | ﹤0.01% | 761 |
|
|
2023
Q3 | $25.8K | Buy |
247
+1
| +0.4% | +$105 | ﹤0.01% | 757 |
|
|
2023
Q2 | $27.1K | Sell |
246
-10
| -4% | -$1.1K | ﹤0.01% | 665 |
|
|
2023
Q1 | $27.2K | Buy |
256
+1
| +0.4% | +$106 | ﹤0.01% | 669 |
|
|
2022
Q4 | $26.9K | Buy |
255
+1
| +0.4% | +$105 | ﹤0.01% | 633 |
|
|
2022
Q3 | $24K | Buy |
254
+2
| +0.8% | +$189 | ﹤0.01% | 594 |
|
|
2022
Q2 | $26K | Buy |
252
+1
| +0.4% | +$103 | ﹤0.01% | 496 |
|
|
2022
Q1 | $30K | Buy |
251
+1
| +0.4% | +$120 | ﹤0.01% | 455 |
|
|
2021
Q4 | $31K | Buy |
250
+3
| +1% | +$372 | ﹤0.01% | 467 |
|
|
2021
Q3 | $28K | Buy |
247
+2
| +0.8% | +$227 | 0.01% | 403 |
|
|
2021
Q2 | $28K | Hold |
245
| – | – | 0.01% | 379 |
|
|
2021
Q1 | $27K | Buy |
245
+195
| +390% | +$21.5K | 0.01% | 363 |
|
|
2020
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 568 |
|
|
2020
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 550 |
|
|
2020
Q2 | $4K | Buy |
50
+1
| +2% | +$80 | ﹤0.01% | 508 |
|
|
2020
Q1 | $3K | Hold |
49
| – | – | ﹤0.01% | 409 |
|
|
2019
Q4 | $5K | Buy |
49
+10
| +26% | +$1.02K | ﹤0.01% | 369 |
|
|
2019
Q3 | $3K | Hold |
39
| – | – | ﹤0.01% | 406 |
|
|
2019
Q2 | $3K | Buy |
39
+1
| +3% | +$77 | ﹤0.01% | 358 |
|
|
2019
Q1 | $3K | Sell |
38
-60
| -61% | -$4.74K | ﹤0.01% | 350 |
|
|
2018
Q4 | $7K | Buy |
+98
| New | +$7K | 0.01% | 245 |
|