Prosperity Planning’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 | $814K | Hold |
6,160
| – | – | 0.23% | 62 |
|
|
2025
Q1 | $776K | Sell |
6,160
-65
| -1% | -$8.19K | 0.24% | 62 |
|
|
2024
Q4 | $805K | Sell |
6,225
-75
| -1% | -$9.7K | 0.26% | 62 |
|
|
2024
Q3 | $833K | Sell |
6,300
-86
| -1% | -$11.4K | 0.26% | 62 |
|
|
2024
Q2 | $771K | Hold |
6,386
| – | – | 0.26% | 60 |
|
|
2024
Q1 | $800K | Hold |
6,386
| – | – | 0.28% | 56 |
|
|
2023
Q4 | $743K | Sell |
6,386
-7
| -0.1% | -$814 | 0.28% | 57 |
|
|
2023
Q3 | $667K | Sell |
6,393
-129
| -2% | -$13.5K | 0.28% | 56 |
|
|
2023
Q2 | $716K | Sell |
6,522
-131
| -2% | -$14.4K | 0.3% | 56 |
|
|
2023
Q1 | $707K | Sell |
6,653
-49
| -0.7% | -$5.2K | 0.31% | 56 |
|
|
2022
Q4 | $701K | Hold |
6,702
| – | – | 0.35% | 51 |
|
|
2022
Q3 | $644K | Buy |
+6,702
| New | +$644K | 0.34% | 51 |
|