Private Client Services’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Private Client Services’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$410K	Sell
2025 Q2	$398K	Sell
2025 Q1	$386K	Buy
2024 Q4	$396K	Buy
2024 Q3	$404K	Buy
2024 Q2	$368K	Sell
2024 Q1	$407K	Sell
2023 Q4	$394K	Buy