Partners in Financial Planning’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 | $385K | Buy |
2,910
+1
| +0% | +$132 | 0.07% | 84 |
|
|
2025
Q1 | $367K | Hold |
2,909
| – | – | 0.07% | 78 |
|
|
2024
Q4 | $376K | Hold |
2,909
| – | – | 0.08% | 76 |
|
|
2024
Q3 | $385K | Hold |
2,909
| – | – | 0.08% | 75 |
|
|
2024
Q2 | $351K | Sell |
2,909
-329
| -10% | -$39.7K | 0.08% | 75 |
|
|
2024
Q1 | $406K | Hold |
3,238
| – | – | 0.09% | 71 |
|
|
2023
Q4 | $377K | Hold |
3,238
| – | – | 0.09% | 69 |
|
|
2023
Q3 | $338K | Hold |
3,238
| – | – | 0.09% | 73 |
|
|
2023
Q2 | $356K | Hold |
3,238
| – | – | 0.09% | 70 |
|
|
2023
Q1 | $344K | Hold |
3,238
| – | – | 0.09% | 70 |
|
|
2022
Q4 | $340K | Hold |
3,238
| – | – | 0.09% | 68 |
|
|
2022
Q3 | $351K | Sell |
3,238
-204
| -6% | -$22.1K | 0.1% | 63 |
|
|
2022
Q2 | $381K | Buy |
3,442
+942
| +38% | +$104K | 0.12% | 64 |
|
|
2022
Q1 | $292K | Hold |
2,500
| – | – | 0.09% | 73 |
|
|
2021
Q4 | $294K | Hold |
2,500
| – | – | 0.09% | 74 |
|
|
2021
Q3 | $283K | Hold |
2,500
| – | – | 0.09% | 74 |
|
|
2021
Q2 | $287K | Buy |
+2,500
| New | +$287K | 0.09% | 71 |
|