Olistico 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 | $109K | Buy |
824
+1
| +0.1% | +$132 | 0.06% | 123 |
|
|
2025
Q1 | $104K | Sell |
823
-21
| -2% | -$2.65K | 0.06% | 123 |
|
|
2024
Q4 | $109K | Buy |
844
+1
| +0.1% | +$129 | 0.06% | 123 |
|
|
2024
Q3 | $112K | Sell |
843
-278
| -25% | -$36.8K | 0.07% | 123 |
|
|
2024
Q2 | $135K | Buy |
+1,121
| New | +$135K | 0.09% | 109 |
|
|
2024
Q1 | – | Sell |
-1,747
| Closed | -$203K | – | 106 |
|
|
2023
Q4 | $203K | Buy |
+1,747
| New | +$203K | 0.16% | 102 |
|