Oak Harbor Wealth Partners’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
Q2 | $114K | Hold |
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|
2025
Q1 | $109K | Hold |
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|
2024
Q4 | $111K | Sell |
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|
2024
Q3 | $114K | Buy |
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|
2024
Q2 | $104K | Buy |
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|
2024
Q1 | $107K | Buy |
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|
2023
Q4 | $99.2K | Buy |
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|
2023
Q3 | $88.1K | Hold |
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|
2023
Q2 | $92.7K | Buy |
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|
2023
Q1 | $89.3K | Buy |
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|
2022
Q4 | $88.2K | Buy |
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|
2022
Q3 | $80K | Buy |
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|
2022
Q2 | $84K | Buy |
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|
2022
Q1 | $99K | Sell |
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|
2021
Q4 | $140K | Buy |
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