Private Wealth Management Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.9K | Sell |
400
-15
| -4% | -$1.98K | 0.02% | 166 |
|
|
2025
Q1 | $52.3K | Hold |
415
| – | – | 0.02% | 159 |
|
|
2024
Q4 | $53.7K | Hold |
415
| – | – | 0.02% | 159 |
|
|
2024
Q3 | $54.9K | Sell |
415
-197
| -32% | -$26.1K | 0.02% | 151 |
|
|
2024
Q2 | $73.9K | Buy |
612
+490
| +402% | +$59.2K | 0.03% | 125 |
|
|
2024
Q1 | $15.3K | Hold |
122
| – | – | 0.01% | 321 |
|
|
2023
Q4 | $14.2K | Buy |
+122
| New | +$14.2K | 0.01% | 329 |
|