&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 | $5.36M | Buy |
40,526
+2,444
| +6% | +$323K | 0.04% | 356 |
|
|
2025
Q1 | $4.74M | Sell |
38,082
-5,729
| -13% | -$714K | 0.05% | 305 |
|
|
2024
Q4 | $5.68M | Buy |
43,811
+31,937
| +269% | +$4.14M | 0.07% | 255 |
|
|
2024
Q3 | $1.57M | Buy |
11,874
+4,806
| +68% | +$636K | 0.03% | 420 |
|
|
2024
Q2 | $853K | Buy |
7,068
+3,482
| +97% | +$420K | 0.04% | 393 |
|
|
2024
Q1 | $449K | Buy |
+3,586
| New | +$449K | 0.06% | 285 |
|