Pacifica 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 | $3.29K | Sell |
25
-78
| -76% | -$10.3K | ﹤0.01% | 433 |
|
|
2025
Q1 | $12.5K | Hold |
103
| – | – | 0.01% | 316 |
|
|
2024
Q4 | $13.3K | Hold |
103
| – | – | 0.01% | 321 |
|
|
2024
Q3 | $13.6K | Sell |
103
-31
| -23% | -$4.1K | 0.01% | 332 |
|
|
2024
Q2 | $16.1K | Sell |
134
-51
| -28% | -$6.12K | 0.01% | 322 |
|
|
2024
Q1 | $22.7K | Hold |
185
| – | – | 0.01% | 286 |
|
|
2023
Q4 | $20.3K | Buy |
185
+82
| +80% | +$8.98K | 0.01% | 304 |
|
|
2023
Q3 | $10.5K | Hold |
103
| – | – | 0.01% | 337 |
|
|
2023
Q2 | $11.3K | Hold |
103
| – | – | 0.01% | 282 |
|
|
2023
Q1 | $10.7K | Buy |
+103
| New | +$10.7K | 0.01% | 299 |
|