Roxbury Financial’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	$23.4K	Hold	177	–	–	0.02%	230
2025 Q1	$23.2K	Hold	177	–	–	0.02%	229
2024 Q4	$24.8K	Buy	+177	New	+$24.8K	0.02%	227