Richardson Capital Management’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 | $392K | Sell |
2,966
-23
| -0.8% | -$3.04K | 0.21% | 19 |
|
|
2025
Q1 | $377K | Buy |
2,989
+23
| +0.8% | +$2.9K | 0.23% | 19 |
|
|
2024
Q4 | $384K | Hold |
2,966
| – | – | 0.24% | 20 |
|
|
2024
Q3 | $392K | Hold |
2,966
| – | – | 0.27% | 18 |
|
|
2024
Q2 | $358K | Hold |
2,966
| – | – | 0.28% | 19 |
|
|
2024
Q1 | $372K | Buy |
+2,966
| New | +$372K | 0.3% | 18 |
|