Nvest Financial’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 | $946K | Buy |
7,157
+4,544
| +174% | +$600K | 0.49% | 49 |
|
|
2025
Q1 | $329K | Buy |
2,613
+26
| +1% | +$3.28K | 0.18% | 78 |
|
|
2024
Q4 | $335K | Buy |
2,587
+341
| +15% | +$44.1K | 0.17% | 90 |
|
|
2024
Q3 | $297K | Sell |
2,246
-122
| -5% | -$16.1K | 0.17% | 79 |
|
|
2024
Q2 | $286K | Sell |
2,368
-16
| -0.7% | -$1.93K | 0.18% | 76 |
|
|
2024
Q1 | $299K | Buy |
2,384
+248
| +12% | +$31.1K | 0.2% | 66 |
|
|
2023
Q4 | $248K | Buy |
+2,136
| New | +$248K | 0.2% | 64 |
|