Resurgent Financial Advisors’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 | – | Sell |
-1,778
| Closed | -$224K | – | 195 |
|
|
2025
Q1 | $224K | Sell |
1,778
-25
| -1% | -$3.15K | 0.13% | 163 |
|
|
2024
Q4 | $233K | Hold |
1,803
| – | – | 0.14% | 161 |
|
|
2024
Q3 | $238K | Hold |
1,803
| – | – | 0.14% | 156 |
|
|
2024
Q2 | $218K | Buy |
+1,803
| New | +$218K | 0.14% | 163 |
|
|
2024
Q1 | – | Sell |
-703
| Closed | -$81.8K | – | 340 |
|
|
2023
Q4 | $81.8K | Buy |
703
+301
| +75% | +$35K | 0.05% | 268 |
|
|
2023
Q3 | $41.9K | Buy |
402
+196
| +95% | +$20.5K | 0.03% | 352 |
|
|
2023
Q2 | $22.6K | Hold |
206
| – | – | 0.01% | 475 |
|
|
2023
Q1 | $21.9K | Sell |
206
-858
| -81% | -$91.1K | 0.01% | 462 |
|
|
2022
Q4 | $112K | Buy |
+1,064
| New | +$112K | 0.06% | 289 |
|