Riverpoint Wealth Management Holdings’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 | $269K | Hold |
2,035
| – | – | 0.06% | 50 |
|
2025
Q1 | $256K | Hold |
2,035
| – | – | 0.07% | 53 |
|
2024
Q4 | $263K | Hold |
2,035
| – | – | 0.07% | 49 |
|
2024
Q3 | $269K | Hold |
2,035
| – | – | 0.07% | 49 |
|
2024
Q2 | $246K | Hold |
2,035
| – | – | 0.07% | 49 |
|
2024
Q1 | $255K | Hold |
2,035
| – | – | 0.07% | 46 |
|
2023
Q4 | $237K | Hold |
2,035
| – | – | 0.07% | 48 |
|
2023
Q3 | $212K | Hold |
2,035
| – | – | 0.07% | 49 |
|
2023
Q2 | $224K | Hold |
2,035
| – | – | 0.07% | 48 |
|
2023
Q1 | $216K | Hold |
2,035
| – | – | 0.07% | 48 |
|
2022
Q4 | $214K | Buy |
+2,035
| New | +$214K | 0.08% | 47 |
|