Magnus Financial Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Buy |
|
|||||
|
2025
Q1 | $317K | Sell |
|
|||||
|
2024
Q4 | $338K | Buy |
|
|||||
|
2024
Q3 | $345K | Buy |
|
|||||
|
2024
Q2 | $314K | Buy |
|
|||||
|
2024
Q1 | $325K | Buy |
|
|||||
|
2023
Q4 | $302K | Sell |
|
|||||
|
2023
Q3 | $274K | Hold |
|
|||||
|
2023
Q2 | $289K | Buy |
|
|||||
|
2023
Q1 | $279K | Buy |
|
|||||
|
2022
Q4 | $254K | Buy |
|
|||||
|
2022
Q3 | $231K | Hold |
|
|||||
|
2022
Q2 | $244K | Buy |
|
|||||
|
2022
Q1 | $263K | Buy |
|