Romano Brothers & Co’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 | $749K | Buy |
5,669
+1
| +0% | +$132 | 0.09% | 187 |
|
|
2025
Q1 | $714K | Sell |
5,668
-50
| -0.9% | -$6.3K | 0.09% | 182 |
|
|
2024
Q4 | $740K | Hold |
5,718
| – | – | 0.09% | 183 |
|
|
2024
Q3 | $756K | Sell |
5,718
-49
| -0.8% | -$6.48K | 0.09% | 182 |
|
|
2024
Q2 | $696K | Sell |
5,767
-194
| -3% | -$23.4K | 0.1% | 177 |
|
|
2024
Q1 | $747K | Sell |
5,961
-125
| -2% | -$15.7K | 0.1% | 174 |
|
|
2023
Q4 | $708K | Sell |
6,086
-196
| -3% | -$22.8K | 0.11% | 168 |
|
|
2023
Q3 | $655K | Sell |
6,282
-2
| -0% | -$209 | 0.1% | 173 |
|
|
2023
Q2 | $690K | Buy |
6,284
+1
| +0% | +$110 | 0.1% | 171 |
|
|
2023
Q1 | $667K | Sell |
6,283
-62
| -1% | -$6.59K | 0.1% | 179 |
|
|
2022
Q4 | $668K | Sell |
6,345
-89
| -1% | -$9.38K | 0.1% | 172 |
|
|
2022
Q3 | $618K | Buy |
+6,434
| New | +$618K | 0.1% | 174 |
|