MFC
Morris Financial Concepts’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 | $5.93K | Hold |
45
| – | – | ﹤0.01% | 181 |
|
|
2025
Q1 | $5.66K | Hold |
45
| – | – | ﹤0.01% | 182 |
|
|
2024
Q4 | $5.81K | Hold |
45
| – | – | ﹤0.01% | 168 |
|
|
2024
Q3 | $5.94K | Hold |
45
| – | – | ﹤0.01% | 175 |
|
|
2024
Q2 | $5.42K | Hold |
45
| – | – | ﹤0.01% | 146 |
|
|
2024
Q1 | $5.63K | Hold |
45
| – | – | ﹤0.01% | 147 |
|
|
2023
Q4 | $5.22K | Hold |
45
| – | – | ﹤0.01% | 145 |
|
|
2023
Q3 | $4.69K | Hold |
45
| – | – | ﹤0.01% | 134 |
|
|
2023
Q2 | $4.93K | Hold |
45
| – | – | ﹤0.01% | 136 |
|
|
2023
Q1 | $4.77K | Hold |
45
| – | – | ﹤0.01% | 132 |
|
|
2022
Q4 | $4.73K | Hold |
45
| – | – | ﹤0.01% | 124 |
|
|
2022
Q3 | $4K | Hold |
45
| – | – | ﹤0.01% | 100 |
|
|
2022
Q2 | $5K | Hold |
45
| – | – | ﹤0.01% | 107 |
|
|
2022
Q1 | $5K | Hold |
45
| – | – | ﹤0.01% | 105 |
|
|
2021
Q4 | $5K | Buy |
+45
| New | +$5K | ﹤0.01% | 94 |
|