NFP Retirement Inc’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 | $224K | Sell |
1,695
-14
| -0.8% | -$1.85K | 0.01% | 276 |
|
|
2025
Q1 | $215K | Hold |
1,709
| – | – | 0.02% | 258 |
|
|
2024
Q4 | $221K | Hold |
1,709
| – | – | 0.02% | 269 |
|
|
2024
Q3 | $226K | Sell |
1,709
-325
| -16% | -$43K | 0.02% | 255 |
|
|
2024
Q2 | $246K | Sell |
2,034
-45
| -2% | -$5.43K | 0.02% | 247 |
|
|
2024
Q1 | $261K | Buy |
2,079
+14
| +0.7% | +$1.76K | 0.02% | 239 |
|
|
2023
Q4 | $240K | Buy |
+2,065
| New | +$240K | 0.04% | 215 |
|