Regimen Wealth’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Regimen Wealth’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$699K	Buy
2025 Q1	$664K	Buy
2024 Q4	$679K	Buy
2024 Q3	$691K	Buy
2024 Q2	$628K	Buy
2024 Q1	$650K	Buy
2023 Q4	$601K	Buy
2023 Q3	$534K	Hold
2023 Q2	$562K	Buy
2023 Q1	$542K	Buy
2022 Q4	$535K	Buy