RFA
RTD Financial 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 | $18.6M | Sell |
140,569
-28,768
| -17% | -$3.8M | 2.38% | 11 |
|
|
2025
Q1 | $21.3M | Buy |
169,337
+6,121
| +4% | +$771K | 2.87% | 9 |
|
|
2024
Q4 | $21.1M | Buy |
163,216
+11,344
| +7% | +$1.47M | 2.71% | 9 |
|
|
2024
Q3 | $20.1M | Buy |
151,872
+8,892
| +6% | +$1.18M | 2.54% | 12 |
|
|
2024
Q2 | $17.3M | Buy |
142,980
+1,005
| +0.7% | +$121K | 2.32% | 11 |
|
|
2024
Q1 | $17.8M | Buy |
141,975
+6,754
| +5% | +$846K | 2.39% | 11 |
|
|
2023
Q4 | $15.7M | Sell |
135,221
-517
| -0.4% | -$60.1K | 2.21% | 11 |
|
|
2023
Q3 | $14.2M | Sell |
135,738
-2,763
| -2% | -$288K | 2.16% | 11 |
|
|
2023
Q2 | $15.2M | Buy |
138,501
+2,469
| +2% | +$271K | 2.21% | 11 |
|
|
2023
Q1 | $14.4M | Sell |
136,032
-1,185
| -0.9% | -$126K | 2.23% | 11 |
|
|
2022
Q4 | $14.5M | Buy |
137,217
+238
| +0.2% | +$25.1K | 2.36% | 11 |
|
|
2022
Q3 | $13.2M | Sell |
136,979
-3,100
| -2% | -$298K | 2.42% | 10 |
|
|
2022
Q2 | $14.2M | Sell |
140,079
-14,455
| -9% | -$1.47M | 2.18% | 11 |
|
|
2022
Q1 | $18.5M | Buy |
154,534
+1,617
| +1% | +$193K | 2.5% | 12 |
|
|
2021
Q4 | $18.7M | Buy |
+152,917
| New | +$18.7M | 2.45% | 11 |
|