Regimen Wealth’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $699K | Buy |
5,290
+20
| +0.4% | +$2.64K | 0.22% | 44 |
|
|
2025
Q1 | $664K | Buy |
5,270
+18
| +0.3% | +$2.27K | 0.21% | 37 |
|
|
2024
Q4 | $679K | Buy |
5,252
+24
| +0.5% | +$3.1K | 0.22% | 37 |
|
|
2024
Q3 | $691K | Buy |
5,228
+23
| +0.4% | +$3.04K | 0.22% | 37 |
|
|
2024
Q2 | $628K | Buy |
5,205
+17
| +0.3% | +$2.05K | 0.22% | 36 |
|
|
2024
Q1 | $650K | Buy |
5,188
+16
| +0.3% | +$2.01K | 0.23% | 37 |
|
|
2023
Q4 | $601K | Buy |
5,172
+54
| +1% | +$6.28K | 0.23% | 36 |
|
|
2023
Q3 | $534K | Hold |
5,118
| – | – | 0.22% | 39 |
|
|
2023
Q2 | $562K | Buy |
5,118
+19
| +0.4% | +$2.09K | 0.23% | 37 |
|
|
2023
Q1 | $542K | Buy |
5,099
+24
| +0.5% | +$2.55K | 0.23% | 34 |
|
|
2022
Q4 | $535K | Buy |
+5,075
| New | +$535K | 0.36% | 30 |
|