OA
Operose Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.4K | Hold |
465
| – | – | 0.02% | 212 |
|
|
2025
Q1 | $58.6K | Hold |
465
| – | – | 0.02% | 199 |
|
|
2024
Q4 | $60.1K | Hold |
465
| – | – | 0.02% | 200 |
|
|
2024
Q3 | $61.5K | Buy |
465
+456
| +5,067% | +$60.3K | 0.02% | 245 |
|
|
2024
Q2 | $1.09K | Hold |
9
| – | – | ﹤0.01% | 554 |
|
|
2024
Q1 | $1.13K | Buy |
+9
| New | +$1.13K | ﹤0.01% | 611 |
|
|
2023
Q3 | – | Sell |
-56
| Closed | -$6.15K | – | 761 |
|
|
2023
Q2 | $6.15K | Hold |
56
| – | – | ﹤0.01% | 299 |
|
|
2023
Q1 | $5.95K | Buy |
+56
| New | +$5.95K | ﹤0.01% | 288 |
|