MidWestOne Financial Group’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 | $218K | Sell |
1,650
-19
| -1% | -$2.51K | 0.03% | 275 |
|
|
2025
Q1 | $210K | Sell |
1,669
-395
| -19% | -$49.8K | 0.03% | 267 |
|
|
2024
Q4 | $267K | Sell |
2,064
-1,223
| -37% | -$158K | 0.04% | 254 |
|
|
2024
Q3 | $435K | Buy |
3,287
+342
| +12% | +$45.2K | 0.06% | 213 |
|
|
2024
Q2 | $356K | Sell |
2,945
-8
| -0.3% | -$966 | 0.06% | 228 |
|
|
2024
Q1 | $370K | Hold |
2,953
| – | – | 0.07% | 232 |
|
|
2023
Q4 | $343K | Buy |
2,953
+386
| +15% | +$44.9K | 0.07% | 231 |
|
|
2023
Q3 | $268K | Sell |
2,567
-393
| -13% | -$41K | 0.06% | 234 |
|
|
2023
Q2 | $325K | Buy |
2,960
+12
| +0.4% | +$1.32K | 0.07% | 222 |
|
|
2023
Q1 | $313K | Buy |
2,948
+607
| +26% | +$64.5K | 0.07% | 213 |
|
|
2022
Q4 | $247K | Buy |
+2,341
| New | +$247K | 0.06% | 222 |
|