R
Rebalance’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 | $914K | Buy |
6,915
+26
| +0.4% | +$3.44K | 0.06% | 62 |
|
2025
Q1 | $868K | Buy |
6,889
+24
| +0.3% | +$3.02K | 0.06% | 61 |
|
2024
Q4 | $888K | Buy |
6,865
+31
| +0.5% | +$4.01K | 0.07% | 55 |
|
2024
Q3 | $904K | Hold |
6,834
| – | – | 0.07% | 54 |
|
2024
Q2 | $825K | Hold |
6,834
| – | – | 0.07% | 53 |
|
2024
Q1 | $856K | Hold |
6,834
| – | – | 0.07% | 56 |
|
2023
Q4 | $795K | Buy |
6,834
+157
| +2% | +$18.3K | 0.07% | 56 |
|
2023
Q3 | $697K | Hold |
6,677
| – | – | 0.07% | 53 |
|
2023
Q2 | $733K | Hold |
6,677
| – | – | 0.07% | 52 |
|
2023
Q1 | $709K | Buy |
6,677
+31
| +0.5% | +$3.29K | 0.07% | 53 |
|
2022
Q4 | $700K | Buy |
+6,646
| New | +$700K | 0.07% | 54 |
|