Rise 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 | $26.6K | Buy |
202
+8
| +4% | +$1.06K | 0.01% | 393 |
|
|
2025
Q1 | $24.4K | Buy |
194
+1
| +0.5% | +$126 | 0.01% | 408 |
|
|
2024
Q4 | $25K | Buy |
193
+1
| +0.5% | +$129 | 0.01% | 503 |
|
|
2024
Q3 | $25.4K | Buy |
192
+1
| +0.5% | +$132 | 0.01% | 512 |
|
|
2024
Q2 | $23.1K | Hold |
191
| – | – | 0.01% | 533 |
|
|
2024
Q1 | $23.9K | Buy |
191
+1
| +0.5% | +$125 | 0.01% | 520 |
|
|
2023
Q4 | $22.1K | Buy |
190
+2
| +1% | +$233 | 0.02% | 243 |
|
|
2023
Q3 | $19.6K | Hold |
188
| – | – | 0.02% | 239 |
|
|
2023
Q2 | $20.7K | Hold |
188
| – | – | 0.02% | 235 |
|
|
2023
Q1 | $19.9K | Buy |
188
+1
| +0.5% | +$106 | 0.02% | 256 |
|
|
2022
Q4 | $19.7K | Buy |
187
+1
| +0.5% | +$105 | 0.02% | 253 |
|
|
2022
Q3 | $18K | Buy |
186
+2
| +1% | +$194 | 0.01% | 262 |
|
|
2022
Q2 | $19K | Hold |
184
| – | – | 0.02% | 245 |
|
|
2022
Q1 | $22K | Buy |
184
+1
| +0.5% | +$120 | 0.02% | 231 |
|
|
2021
Q4 | $22.4K | Buy |
+183
| New | +$22.4K | 0.02% | 233 |
|