Noble Family 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 | $2.27M | Sell |
17,213
-3,856
| -18% | -$510K | 0.56% | 29 |
|
|
2025
Q1 | $2.65M | Hold |
21,069
| – | – | 0.73% | 24 |
|
|
2024
Q4 | $2.72M | Hold |
21,069
| – | – | 0.75% | 24 |
|
|
2024
Q3 | $2.79M | Sell |
21,069
-1,950
| -8% | -$258K | 0.75% | 26 |
|
|
2024
Q2 | $2.78M | Sell |
23,019
-350
| -1% | -$42.3K | 0.8% | 26 |
|
|
2024
Q1 | $2.93M | Sell |
23,369
-88
| -0.4% | -$11K | 0.83% | 25 |
|
|
2023
Q4 | $2.73M | Sell |
23,457
-271
| -1% | -$31.5K | 0.83% | 27 |
|
|
2023
Q3 | $2.48M | Sell |
23,728
-385
| -2% | -$40.2K | 0.83% | 26 |
|
|
2023
Q2 | $2.65M | Sell |
24,113
-881
| -4% | -$96.8K | 0.86% | 27 |
|
|
2023
Q1 | $2.65M | Buy |
+24,994
| New | +$2.65M | 0.91% | 27 |
|