PFG Investments’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 | $558K | Buy |
4,225
+213
| +5% | +$28.1K | 0.03% | 484 |
|
|
2025
Q1 | $505K | Sell |
4,012
-15
| -0.4% | -$1.89K | 0.03% | 495 |
|
|
2024
Q4 | $521K | Sell |
4,027
-115
| -3% | -$14.9K | 0.03% | 484 |
|
|
2024
Q3 | $548K | Buy |
4,142
+269
| +7% | +$35.6K | 0.04% | 455 |
|
|
2024
Q2 | $468K | Sell |
3,873
-23
| -0.6% | -$2.78K | 0.03% | 472 |
|
|
2024
Q1 | $488K | Buy |
3,896
+469
| +14% | +$58.8K | 0.03% | 539 |
|
|
2023
Q4 | $399K | Buy |
3,427
+126
| +4% | +$14.7K | 0.07% | 291 |
|
|
2023
Q3 | $344K | Buy |
3,301
+50
| +2% | +$5.22K | 0.06% | 320 |
|
|
2023
Q2 | $357K | Buy |
3,251
+294
| +10% | +$32.3K | 0.06% | 330 |
|
|
2023
Q1 | $314K | Buy |
+2,957
| New | +$314K | 0.06% | 333 |
|