Ridgewood Investments’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 | $80.9K | Hold |
612
| – | – | 0.03% | 274 |
|
|
2025
Q1 | $77.1K | Hold |
612
| – | – | 0.04% | 267 |
|
|
2024
Q4 | $79.2K | Hold |
612
| – | – | 0.04% | 261 |
|
|
2024
Q3 | $80.9K | Hold |
612
| – | – | 0.04% | 255 |
|
|
2024
Q2 | $73.9K | Buy |
+612
| New | +$73.9K | 0.04% | 269 |
|
|
2023
Q3 | – | Sell |
-612
| Closed | -$67.2K | – | 467 |
|
|
2023
Q2 | $67.2K | Hold |
612
| – | – | 0.04% | 285 |
|
|
2023
Q1 | $65K | Buy |
+612
| New | +$65K | 0.04% | 300 |
|