MA
MONECO Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Hold |
1,937
| – | – | 0.02% | 411 |
|
|
2025
Q1 | $244K | Hold |
1,937
| – | – | 0.03% | 407 |
|
|
2024
Q4 | $251K | Hold |
1,937
| – | – | 0.03% | 403 |
|
|
2024
Q3 | $256K | Hold |
1,937
| – | – | 0.03% | 378 |
|
|
2024
Q2 | $234K | Hold |
1,937
| – | – | 0.03% | 371 |
|
|
2024
Q1 | $243K | Hold |
1,937
| – | – | 0.04% | 357 |
|
|
2023
Q4 | $225K | Hold |
1,937
| – | – | 0.04% | 345 |
|
|
2023
Q3 | $202K | Hold |
1,937
| – | – | 0.05% | 327 |
|
|
2023
Q2 | $213K | Sell |
1,937
-229
| -11% | -$25.2K | 0.06% | 310 |
|
|
2023
Q1 | $230K | Sell |
2,166
-139
| -6% | -$14.8K | 0.07% | 288 |
|
|
2022
Q4 | $243K | Buy |
2,305
+60
| +3% | +$6.32K | 0.09% | 220 |
|
|
2022
Q3 | $216K | Sell |
2,245
-72
| -3% | -$6.93K | 0.09% | 227 |
|
|
2022
Q2 | $235K | Buy |
2,317
+251
| +12% | +$25.5K | 0.09% | 218 |
|
|
2022
Q1 | $247K | Buy |
2,066
+2
| +0.1% | +$239 | 0.09% | 209 |
|
|
2021
Q4 | $242K | Buy |
2,064
+2
| +0.1% | +$234 | 0.09% | 207 |
|
|
2021
Q3 | $234K | Buy |
2,062
+81
| +4% | +$9.19K | 0.09% | 216 |
|
|
2021
Q2 | $228K | Buy |
+1,981
| New | +$228K | 0.1% | 198 |
|
|
2020
Q1 | – | Sell |
-2,419
| Closed | -$233K | – | 134 |
|
|
2019
Q4 | $233K | Buy |
2,419
+7
| +0.3% | +$674 | 0.17% | 129 |
|
|
2019
Q3 | $216K | Sell |
2,412
-25
| -1% | -$2.24K | 0.17% | 127 |
|
|
2019
Q2 | $217K | Buy |
2,437
+6
| +0.2% | +$534 | 0.17% | 118 |
|
|
2019
Q1 | $211K | Buy |
+2,431
| New | +$211K | 0.17% | 127 |
|