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

Rialto Wealth Management’s Portfolio IWS Stock Details IWS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$177K Hold
1,340
– – 0.05% 156
2025
Q1 		$169K Sell
1,340
-1,164
-46% -$147K 0.05% 157
2024
Q4 		$324K Buy
+2,504
New +$324K 0.11% 112