MSH Capital 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 | $3.14M | Buy |
23,777
+495
| +2% | +$65.4K | 0.91% | 28 |
|
|
2025
Q1 | $2.93M | Sell |
23,282
-648
| -3% | -$81.6K | 0.91% | 28 |
|
|
2024
Q4 | $3.1M | Buy |
23,930
+150
| +0.6% | +$19.4K | 0.97% | 28 |
|
|
2024
Q3 | $3.14M | Buy |
23,780
+1,335
| +6% | +$177K | 0.96% | 28 |
|
|
2024
Q2 | $2.71M | Buy |
22,445
+455
| +2% | +$54.9K | 0.91% | 28 |
|
|
2024
Q1 | $2.76M | Buy |
21,990
+941
| +4% | +$118K | 0.97% | 26 |
|
|
2023
Q4 | $2.45M | Sell |
21,049
-2,615
| -11% | -$304K | 0.91% | 30 |
|
|
2023
Q3 | $2.47M | Sell |
23,664
-661
| -3% | -$69K | 0.97% | 26 |
|
|
2023
Q2 | $2.67M | Buy |
24,325
+386
| +2% | +$42.4K | 0.98% | 25 |
|
|
2023
Q1 | $2.54M | Sell |
23,939
-2,444
| -9% | -$260K | 1.09% | 19 |
|
|
2022
Q4 | $2.78M | Buy |
26,383
+394
| +2% | +$41.5K | 1.26% | 18 |
|
|
2022
Q3 | $2.5M | Sell |
25,989
-181
| -0.7% | -$17.4K | 1.23% | 16 |
|
|
2022
Q2 | $2.66M | Sell |
26,170
-272
| -1% | -$27.6K | 1.24% | 18 |
|
|
2022
Q1 | $3.16M | Buy |
26,442
+6,950
| +36% | +$832K | 1.31% | 16 |
|
|
2021
Q4 | $2.39M | Buy |
+19,492
| New | +$2.39M | 1.07% | 25 |
|