River Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$247K Hold
2025
Q1
$235K Hold
2024
Q4
$242K Buy
2024
Q3
$220K Hold
2024
Q2
$200K Hold
2024
Q1
$208K Buy
2018
Q4
Sell
2018
Q3
$12K Buy