MWM
Mascoma Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-48
| Closed | -$6.05K | – | 482 |
|
|
2025
Q1 | $6.05K | Sell |
48
-261
| -84% | -$32.9K | ﹤0.01% | 381 |
|
|
2024
Q4 | $40K | Buy |
+309
| New | +$40K | 0.01% | 216 |
|
|
2024
Q1 | – | Sell |
-50
| Closed | -$5.82K | – | 463 |
|
|
2023
Q4 | $5.82K | Hold |
50
| – | – | ﹤0.01% | 376 |
|
|
2023
Q3 | $5.22K | Hold |
50
| – | – | ﹤0.01% | 390 |
|
|
2023
Q2 | $5.63K | Hold |
50
| – | – | ﹤0.01% | 380 |
|
|
2023
Q1 | $5.31K | Hold |
50
| – | – | ﹤0.01% | 474 |
|
|
2022
Q4 | $5.27K | Hold |
50
| – | – | ﹤0.01% | 484 |
|
|
2022
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 478 |
|
|
2022
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 500 |
|
|
2022
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 489 |
|
|
2021
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 444 |
|
|
2021
Q3 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 373 |
|
|
2021
Q2 | – | Sell |
-50
| Closed | -$5K | – | 283 |
|
|
2021
Q1 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 386 |
|
|
2019
Q3 | – | Sell |
-50
| Closed | -$4K | – | 220 |
|
|
2019
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 309 |
|
|
2019
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 315 |
|
|
2018
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 308 |
|
|
2018
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 324 |
|
|
2018
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 329 |
|
|
2018
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 321 |
|
|
2017
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 316 |
|
|
2017
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 334 |
|
|
2017
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 337 |
|
|
2017
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 310 |
|
|
2016
Q4 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 311 |
|