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Parkshore Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Parkshore Wealth Management’s Portfolio IWS Stock Details IWS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$748K Sell
5,663
-881
-13% -$116K 0.37% 36
2025
Q1 		$824K Buy
6,544
+1
+0% +$126 0.48% 28
2024
Q4 		$846K Buy
+6,543
New +$846K 0.51% 32