RWA
River Wealth Advisors’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 | $247K | Hold |
1,869
| – | – | 0.03% | 189 |
|
|
2025
Q1 | $235K | Hold |
1,869
| – | – | 0.03% | 189 |
|
|
2024
Q4 | $242K | Buy |
1,869
+209
| +13% | +$27K | 0.03% | 197 |
|
|
2024
Q3 | $220K | Hold |
1,660
| – | – | 0.03% | 202 |
|
|
2024
Q2 | $200K | Hold |
1,660
| – | – | 0.03% | 192 |
|
|
2024
Q1 | $208K | Buy |
+1,660
| New | +$208K | 0.03% | 206 |
|
|
2018
Q4 | – | Sell |
-132
| Closed | -$12K | – | 567 |
|
|
2018
Q3 | $12K | Buy |
+132
| New | +$12K | ﹤0.01% | 435 |
|