Naviter Wealth’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	$1.48M	Sell	11,211 -196	-2%	-$25.9K	0.18%	135
2025 Q1	$1.43M	Hold	11,407	–	–	0.17%	145
2024 Q4	$1.48M	Buy	+11,407	New	+$1.48M	0.18%	141