Madison Wealth Partners’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 | $238K | Sell |
1,799
-19
| -1% | -$2.51K | 0.05% | 148 |
|
|
2025
Q1 | $229K | Sell |
1,818
-3
| -0.2% | -$378 | 0.06% | 139 |
|
|
2024
Q4 | $236K | Hold |
1,821
| – | – | 0.07% | 135 |
|
|
2024
Q3 | $241K | Hold |
1,821
| – | – | 0.07% | 134 |
|
|
2024
Q2 | $220K | Buy |
1,821
+21
| +1% | +$2.54K | 0.08% | 121 |
|
|
2024
Q1 | $226K | Hold |
1,800
| – | – | 0.08% | 114 |
|
|
2023
Q4 | $209K | Buy |
+1,800
| New | +$209K | 0.08% | 112 |
|
|
2022
Q2 | – | Sell |
-1,800
| Closed | -$215K | – | 85 |
|
|
2022
Q1 | $215K | Hold |
1,800
| – | – | 0.12% | 73 |
|
|
2021
Q4 | $220K | Buy |
+1,800
| New | +$220K | 0.11% | 70 |
|