MSWA
IWS icon

Marshall & Sterling Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.3K Hold
25
– – ﹤0.01% 515
2025
Q1 		$3.15K Hold
25
– – ﹤0.01% 515
2024
Q4 		$3.23K Buy
+25
New +$3.23K ﹤0.01% 282