Noble Family Wealth’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
Q3
$2.4M Hold
2025
Q2
$2.27M Sell
2025
Q1
$2.65M Hold
2024
Q4
$2.72M Hold
2024
Q3
$2.79M Sell
2024
Q2
$2.78M Sell
2024
Q1
$2.93M Sell
2023
Q4
$2.73M Sell
2023
Q3
$2.48M Sell
2023
Q2
$2.65M Sell
2023
Q1
$2.65M Buy