Moisand Fitzgerald Tamayo’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 | $8.06K | Hold |
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|
2025
Q1 | $7.68K | Hold |
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|
2024
Q4 | $7.89K | Hold |
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|
2024
Q3 | $8.07K | Sell |
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|
2024
Q2 | $7.61K | Hold |
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|
2024
Q1 | $7.9K | Sell |
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|
2023
Q4 | $7.44K | Sell |
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|
2023
Q3 | $11.6K | Hold |
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|
2023
Q2 | $12.2K | Hold |
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|
2023
Q1 | $11.8K | Hold |
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|
2022
Q4 | $11.7K | Hold |
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|
2022
Q3 | $11K | Sell |
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|
2022
Q2 | $13K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $16K | Sell |
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|
2021
Q3 | $15K | Hold |
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|
2021
Q2 | $15K | Hold |
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|
2021
Q1 | $15K | Sell |
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|
2020
Q4 | $15K | Hold |
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|
2020
Q3 | $13K | Buy |
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