RWA Wealth Partners’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
Q3 | $3.22M | Sell |
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|
2025
Q2 | $3.68M | Buy |
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|
2025
Q1 | $3.5M | Sell |
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|
2024
Q4 | $3.61M | Hold |
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|
2024
Q3 | $3.69M | Sell |
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|
2024
Q2 | $3.73M | Hold |
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|
2024
Q1 | $3.87M | Hold |
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|
2023
Q4 | $3.59M | Sell |
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|
2023
Q3 | $3.26M | Buy |
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|
2023
Q2 | $3.4M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $670K | Buy |
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|
2019
Q4 | $247K | Sell |
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|
2019
Q3 | $2.88M | Sell |
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|
2019
Q2 | $3.07M | Sell |
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|
2019
Q1 | $3.12M | Buy |
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|
2018
Q4 | $1.7M | Sell |
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|
2018
Q3 | $3.99M | Sell |
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|
2018
Q2 | $4.35M | Buy |
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|
2018
Q1 | $1K | Buy |
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