Peak Financial Management’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 | $277K | Hold |
2,100
| – | – | 0.08% | 75 |
|
|
2025
Q1 | $265K | Hold |
2,100
| – | – | 0.08% | 75 |
|
|
2024
Q4 | $272K | Hold |
2,100
| – | – | 0.08% | 79 |
|
|
2024
Q3 | $278K | Hold |
2,100
| – | – | 0.08% | 78 |
|
|
2024
Q2 | $254K | Hold |
2,100
| – | – | 0.08% | 76 |
|
|
2024
Q1 | $263K | Hold |
2,100
| – | – | 0.08% | 77 |
|
|
2023
Q4 | $244K | Hold |
2,100
| – | – | 0.08% | 69 |
|
|
2023
Q3 | $219K | Hold |
2,100
| – | – | 0.08% | 67 |
|
|
2023
Q2 | $231K | Hold |
2,100
| – | – | 0.08% | 76 |
|
|
2023
Q1 | $223K | Hold |
2,100
| – | – | 0.08% | 68 |
|
|
2022
Q4 | $221K | Buy |
+2,100
| New | +$221K | 0.09% | 66 |
|
|
2022
Q3 | – | Sell |
-2,120
| Closed | -$215K | – | 69 |
|
|
2022
Q2 | $215K | Buy |
2,120
+120
| +6% | +$12.2K | 0.08% | 64 |
|
|
2022
Q1 | $239K | Buy |
+2,000
| New | +$239K | 0.08% | 66 |
|