MAM
MWA Asset Management’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 | $1.49M | Sell |
11,240
-789
| -7% | -$104K | 0.91% | 36 |
|
|
2025
Q1 | $1.52M | Buy |
12,029
+153
| +1% | +$19.3K | 1.05% | 30 |
|
|
2024
Q4 | $1.54M | Buy |
11,876
+187
| +2% | +$24.2K | 1.02% | 31 |
|
|
2024
Q3 | $1.55M | Buy |
11,689
+207
| +2% | +$27.4K | 1.03% | 30 |
|
|
2024
Q2 | $1.39M | Sell |
11,482
-55
| -0.5% | -$6.64K | 0.99% | 34 |
|
|
2024
Q1 | $1.45M | Buy |
11,537
+194
| +2% | +$24.3K | 1.05% | 34 |
|
|
2023
Q4 | $1.32M | Buy |
11,343
+296
| +3% | +$34.4K | 1.09% | 33 |
|
|
2023
Q3 | $1.15M | Buy |
+11,047
| New | +$1.15M | 1.11% | 27 |
|