RFS
Richardson Financial Services’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $136K | Sell |
1,018
-905
| -47% | -$121K | 0.09% | 178 |
|
|
2025
Q1 | $242K | Buy |
1,923
+212
| +12% | +$26.7K | 0.18% | 130 |
|
|
2024
Q4 | $221K | Buy |
1,711
+17
| +1% | +$2.2K | 0.16% | 129 |
|
|
2024
Q3 | $205K | Hold |
1,694
| – | – | 0.13% | 147 |
|
|
2024
Q2 | $205K | Sell |
1,694
-907
| -35% | -$110K | 0.15% | 137 |
|
|
2024
Q1 | $326K | Sell |
2,601
-92
| -3% | -$11.5K | 0.23% | 107 |
|
|
2023
Q4 | $313K | Buy |
+2,693
| New | +$313K | 0.27% | 98 |
|