Northwest Financial Advisors’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 | $271K | Sell |
2,052
-67
| -3% | -$8.85K | 0.38% | 70 |
|
|
2025
Q1 | $267K | Sell |
2,119
-14
| -0.7% | -$1.76K | 0.22% | 91 |
|
|
2024
Q4 | $276K | Buy |
2,133
+1,191
| +126% | +$154K | 0.23% | 86 |
|
|
2024
Q3 | $125K | Buy |
+942
| New | +$125K | 0.1% | 139 |
|
|
2024
Q1 | – | Sell |
-871
| Closed | -$101K | – | 305 |
|
|
2023
Q4 | $101K | Buy |
+871
| New | +$101K | 0.09% | 139 |
|