Sagespring Wealth Partners’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	$420K	Sell	3,181 -9	-0.3%	-$1.19K	0.01%	480
2025 Q1	$402K	Sell	3,190 -299	-9%	-$37.7K	0.01%	439
2024 Q4	$451K	Buy	+3,489	New	+$451K	0.01%	372