Partners in Financial Planning’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Buy |
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|
2025
Q1 | $367K | Hold |
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|
2024
Q4 | $376K | Hold |
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|
2024
Q3 | $385K | Hold |
|
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|
2024
Q2 | $351K | Sell |
|
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|
2024
Q1 | $406K | Hold |
|
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|
2023
Q4 | $377K | Hold |
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|
2023
Q3 | $338K | Hold |
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|
2023
Q2 | $356K | Hold |
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|
2023
Q1 | $344K | Hold |
|
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|
2022
Q4 | $340K | Hold |
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|
2022
Q3 | $351K | Sell |
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|
2022
Q2 | $381K | Buy |
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|
2022
Q1 | $292K | Hold |
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|
2021
Q4 | $294K | Hold |
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|
2021
Q3 | $283K | Hold |
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|
2021
Q2 | $287K | Buy |
|