Moss Adams Wealth Advisors’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
2023
Q4
Sell
-151
Closed -$15.8K 153
2023
Q3
$15.8K Sell
151
-47
-24% -$4.9K 0.01% 139
2023
Q2
$21.7K Hold
198
0.01% 120
2023
Q1
$21K Hold
198
0.01% 127
2022
Q4
$20.9K Buy
+198
New +$20.9K 0.01% 139