ORG Partners’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 | $313K | Buy |
2,332
+64
| +3% | +$8.58K | 0.07% | 240 |
|
|
2025
Q1 | $286K | Sell |
2,268
-344
| -13% | -$43.5K | 0.07% | 215 |
|
|
2024
Q4 | $338K | Buy |
2,612
+206
| +9% | +$26.7K | 0.05% | 242 |
|
|
2024
Q3 | $319K | Sell |
2,406
-17
| -0.7% | -$2.25K | 0.05% | 224 |
|
|
2024
Q2 | $290K | Buy |
+2,423
| New | +$290K | 0.04% | 334 |
|
|
2024
Q1 | – | Sell |
-1,947
| Closed | -$226K | – | 816 |
|
|
2023
Q4 | $226K | Buy |
1,947
+153
| +9% | +$17.8K | 0.04% | 274 |
|
|
2023
Q3 | $187K | Buy |
1,794
+860
| +92% | +$89.7K | 0.06% | 290 |
|
|
2023
Q2 | $103K | Buy |
+934
| New | +$103K | 0.02% | 500 |
|