Provident Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $83.2K | Hold |
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|
2025
Q2 | $78.8K | Hold |
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|
2025
Q1 | $75.1K | Hold |
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|
2024
Q4 | $77.1K | Hold |
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|
2024
Q3 | $78.8K | Hold |
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|
2024
Q2 | $72K | Hold |
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|
2024
Q1 | $74.7K | Hold |
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|
2023
Q4 | $69.3K | Hold |
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|
2023
Q3 | $62.2K | Hold |
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|
2023
Q2 | $65.5K | Hold |
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|
2023
Q1 | $63.3K | Hold |
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|
2022
Q4 | $62.8K | Hold |
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|
2022
Q3 | $57K | Hold |
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|
2022
Q2 | $61K | Hold |
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|
2022
Q1 | $71K | Hold |
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|
2021
Q4 | $73K | Hold |
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|
2021
Q3 | $67K | Hold |
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|
2021
Q2 | $69K | Sell |
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|
2021
Q1 | $72K | Sell |
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|
2020
Q4 | $116K | Sell |
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|
2020
Q3 | $99K | Buy |
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|
2020
Q2 | $50K | Buy |
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