Mechanics Financial Corp’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
$26K Hold
2025
Q1
$24.8K Hold
2024
Q4
$25.5K Hold
2024
Q3
$26.1K Hold
2024
Q2
$23.8K Hold
2024
Q1
$24.7K Hold
2023
Q4
$22.9K Hold
2023
Q3
$20.6K Hold
2023
Q2
$21.6K Hold
2023
Q1
$20.9K Hold
2022
Q4
$21K Sell
2022
Q3
$29K Hold
2022
Q2
$30K Hold
2022
Q1
$36K Hold
2021
Q4
$37K Buy