My Legacy Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
|
|||||
|
2025
Q1 | $1.33M | Sell |
|
|||||
|
2024
Q4 | $1.42M | Buy |
|
|||||
|
2024
Q3 | $1.36M | Buy |
|
|||||
|
2024
Q2 | $1.15M | Buy |
|
|||||
|
2024
Q1 | $907K | Buy |
|
|||||
|
2023
Q4 | $724K | Buy |
|
|||||
|
2023
Q3 | $582K | Buy |
|
|||||
|
2023
Q2 | $619K | Buy |
|
|||||
|
2023
Q1 | $561K | Sell |
|
|||||
|
2022
Q4 | $615K | Sell |
|
|||||
|
2022
Q3 | $571K | Buy |
|
|||||
|
2022
Q2 | $525K | Buy |
|