MilWealth 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 | $14.5K | Hold |
110
| – | – | ﹤0.01% | 57 |
|
|
2025
Q1 | $13.9K | Hold |
110
| – | – | ﹤0.01% | 57 |
|
|
2024
Q4 | $14.2K | Hold |
110
| – | – | ﹤0.01% | 77 |
|
|
2024
Q3 | $14.5K | Hold |
110
| – | – | ﹤0.01% | 56 |
|
|
2024
Q2 | $13.3K | Hold |
110
| – | – | ﹤0.01% | 54 |
|
|
2024
Q1 | $13.8K | Hold |
110
| – | – | ﹤0.01% | 56 |
|
|
2023
Q4 | $12.8K | Hold |
110
| – | – | ﹤0.01% | 55 |
|
|
2023
Q3 | $11.5K | Hold |
110
| – | – | ﹤0.01% | 54 |
|
|
2023
Q2 | $12.1K | Hold |
110
| – | – | ﹤0.01% | 50 |
|
|
2023
Q1 | $11.7K | Hold |
110
| – | – | ﹤0.01% | 52 |
|
|
2022
Q4 | $11.6K | Hold |
110
| – | – | ﹤0.01% | 49 |
|
|
2022
Q3 | $10.6K | Hold |
110
| – | – | ﹤0.01% | 51 |
|
|
2022
Q2 | $11.2K | Hold |
110
| – | – | ﹤0.01% | 58 |
|
|
2022
Q1 | $13.2K | Hold |
110
| – | – | 0.01% | 64 |
|
|
2021
Q4 | $13.5K | Hold |
110
| – | – | 0.01% | 73 |
|
|
2021
Q3 | $12.5K | Hold |
110
| – | – | ﹤0.01% | 74 |
|
|
2021
Q2 | $12.6K | Hold |
110
| – | – | 0.01% | 49 |
|
|
2021
Q1 | $12K | Hold |
110
| – | – | 0.01% | 51 |
|
|
2020
Q4 | $10.7K | Hold |
110
| – | – | 0.01% | 42 |
|
|
2020
Q3 | $8.89K | Hold |
110
| – | – | ﹤0.01% | 41 |
|
|
2020
Q2 | $8.42K | Hold |
110
| – | – | 0.01% | 47 |
|
|
2020
Q1 | $7.05K | Hold |
110
| – | – | 0.01% | 47 |
|
|
2019
Q4 | $10.4K | Hold |
110
| – | – | 0.01% | 52 |
|
|
2019
Q3 | $9.87K | Sell |
110
-90
| -45% | -$8.07K | 0.01% | 50 |
|
|
2019
Q2 | $17.8K | Hold |
200
| – | – | 0.02% | 41 |
|
|
2019
Q1 | $17.4K | Hold |
200
| – | – | 0.02% | 43 |
|
|
2018
Q4 | $15.3K | Buy |
+200
| New | +$15.3K | 0.01% | 47 |
|