Mount Yale Investment 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
2025 Q2	$39.6K	Buy	+300	New	+$39.6K	﹤0.01%	879
2018 Q4	–	Sell	-880	Closed	-$77K	–	534
2018 Q3	$77K	Sell	880 -526	-37%	-$46K	0.01%	519
2018 Q2	$124K	Hold	1,406	–	–	0.02%	393
2018 Q1	$122K	Buy	+1,406	New	+$122K	0.03%	392