PA
Prossimo Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $751K | Sell |
5,680
-1,497
| -21% | -$198K | 0.6% | 45 |
|
|
2025
Q1 | $904K | Sell |
7,177
-210
| -3% | -$26.5K | 0.68% | 42 |
|
|
2024
Q4 | $955K | Sell |
7,387
-4
| -0.1% | -$517 | 0.69% | 37 |
|
|
2024
Q3 | $977K | Buy |
7,391
+210
| +3% | +$27.8K | 0.71% | 37 |
|
|
2024
Q2 | $867K | Buy |
+7,181
| New | +$867K | 0.78% | 37 |
|
|
2023
Q3 | – | Sell |
-2,281
| Closed | -$251K | – | 89 |
|
|
2023
Q2 | $251K | Buy |
+2,281
| New | +$251K | 0.24% | 106 |
|