MLA
My Legacy Advisors’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 | $1.36M | Sell |
9,975
-590
| -6% | -$80.2K | 0.48% | 56 |
|
|
2025
Q1 | $1.33M | Sell |
10,565
-220
| -2% | -$27.7K | 0.51% | 49 |
|
|
2024
Q4 | $1.42M | Buy |
10,785
+531
| +5% | +$70K | 0.55% | 45 |
|
|
2024
Q3 | $1.36M | Buy |
10,254
+693
| +7% | +$91.7K | 0.54% | 48 |
|
|
2024
Q2 | $1.15M | Buy |
9,561
+2,322
| +32% | +$280K | 0.37% | 68 |
|
|
2024
Q1 | $907K | Buy |
7,239
+917
| +15% | +$115K | 0.3% | 95 |
|
|
2023
Q4 | $724K | Buy |
6,322
+579
| +10% | +$66.3K | 0.26% | 117 |
|
|
2023
Q3 | $582K | Buy |
5,743
+280
| +5% | +$28.4K | 0.24% | 132 |
|
|
2023
Q2 | $619K | Buy |
5,463
+139
| +3% | +$15.8K | 0.24% | 132 |
|
|
2023
Q1 | $561K | Sell |
5,324
-27
| -0.5% | -$2.85K | 0.24% | 138 |
|
|
2022
Q4 | $615K | Sell |
5,351
-558
| -9% | -$64.1K | 0.26% | 139 |
|
|
2022
Q3 | $571K | Buy |
5,909
+792
| +15% | +$76.5K | 0.29% | 129 |
|
|
2022
Q2 | $525K | Buy |
+5,117
| New | +$525K | 0.26% | 140 |
|