MB, Levis & Associates’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 | $15.7K | Hold |
119
| – | – | 0.01% | 175 |
|
|
2025
Q1 | $15K | Hold |
119
| – | – | 0.01% | 172 |
|
|
2024
Q4 | $15.4K | Hold |
119
| – | – | 0.01% | 170 |
|
|
2024
Q3 | $15.7K | Hold |
119
| – | – | 0.01% | 173 |
|
|
2024
Q2 | $14.4K | Hold |
119
| – | – | 0.01% | 172 |
|
|
2024
Q1 | $14.9K | Hold |
119
| – | – | 0.01% | 170 |
|
|
2023
Q4 | $13.8K | Sell |
119
-79
| -40% | -$9.19K | 0.01% | 172 |
|
|
2023
Q3 | $20.7K | Hold |
198
| – | – | 0.01% | 157 |
|
|
2023
Q2 | $21.7K | Hold |
198
| – | – | 0.01% | 154 |
|
|
2023
Q1 | $21K | Hold |
198
| – | – | 0.01% | 157 |
|
|
2022
Q4 | $20.9K | Buy |
+198
| New | +$20.9K | 0.02% | 149 |
|