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Modern Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Modern Wealth Management’s Portfolio IWS Stock Details IWS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$339K Buy
2,563
+527
+26% +$69.6K 0.01% 571
2025
Q1 		$256K Sell
2,036
-5
-0.2% -$630 0.01% 576
2024
Q4 		$264K Buy
+2,041
New +$264K 0.01% 488