Monetary Management 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 | $707K | Hold |
5,350
| – | – | 0.17% | 117 |
|
|
2025
Q1 | $674K | Buy |
5,350
+600
| +13% | +$75.6K | 0.18% | 116 |
|
|
2024
Q4 | $614K | Hold |
4,750
| – | – | 0.16% | 119 |
|
|
2024
Q3 | $628K | Hold |
4,750
| – | – | 0.16% | 126 |
|
|
2024
Q2 | $574K | Hold |
4,750
| – | – | 0.15% | 128 |
|
|
2024
Q1 | $595K | Hold |
4,750
| – | – | 0.17% | 126 |
|
|
2023
Q4 | $552K | Hold |
4,750
| – | – | 0.17% | 123 |
|
|
2023
Q3 | $496K | Hold |
4,750
| – | – | 0.17% | 129 |
|
|
2023
Q2 | $522K | Hold |
4,750
| – | – | 0.16% | 130 |
|
|
2023
Q1 | $504K | Hold |
4,750
| – | – | 0.15% | 133 |
|
|
2022
Q4 | $500K | Hold |
4,750
| – | – | 0.16% | 128 |
|
|
2022
Q3 | $456K | Buy |
+4,750
| New | +$456K | 0.15% | 125 |
|