PWM
Provident Wealth Management’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 | $78.8K | Hold |
596
| – | – | 0.03% | 105 |
|
|
2025
Q1 | $75.1K | Hold |
596
| – | – | 0.03% | 102 |
|
|
2024
Q4 | $77.1K | Hold |
596
| – | – | 0.03% | 99 |
|
|
2024
Q3 | $78.8K | Hold |
596
| – | – | 0.03% | 99 |
|
|
2024
Q2 | $72K | Hold |
596
| – | – | 0.03% | 94 |
|
|
2024
Q1 | $74.7K | Hold |
596
| – | – | 0.03% | 76 |
|
|
2023
Q4 | $69.3K | Hold |
596
| – | – | 0.03% | 67 |
|
|
2023
Q3 | $62.2K | Hold |
596
| – | – | 0.03% | 65 |
|
|
2023
Q2 | $65.5K | Hold |
596
| – | – | 0.03% | 64 |
|
|
2023
Q1 | $63.3K | Hold |
596
| – | – | 0.03% | 68 |
|
|
2022
Q4 | $62.8K | Hold |
596
| – | – | 0.04% | 64 |
|
|
2022
Q3 | $57K | Hold |
596
| – | – | 0.03% | 64 |
|
|
2022
Q2 | $61K | Hold |
596
| – | – | 0.04% | 67 |
|
|
2022
Q1 | $71K | Hold |
596
| – | – | 0.04% | 73 |
|
|
2021
Q4 | $73K | Hold |
596
| – | – | 0.05% | 68 |
|
|
2021
Q3 | $67K | Hold |
596
| – | – | 0.05% | 62 |
|
|
2021
Q2 | $69K | Sell |
596
-60
| -9% | -$6.95K | 0.06% | 63 |
|
|
2021
Q1 | $72K | Sell |
656
-541
| -45% | -$59.4K | 0.08% | 54 |
|
|
2020
Q4 | $116K | Sell |
1,197
-24
| -2% | -$2.33K | 0.13% | 50 |
|
|
2020
Q3 | $99K | Buy |
1,221
+573
| +88% | +$46.5K | 0.11% | 62 |
|
|
2020
Q2 | $50K | Buy |
+648
| New | +$50K | 0.06% | 47 |
|