SWA
Sax Wealth 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 | $623K | Buy |
4,713
+139
| +3% | +$18.4K | 0.04% | 228 |
|
|
2025
Q1 | $576K | Buy |
4,574
+1,321
| +41% | +$166K | 0.04% | 199 |
|
|
2024
Q4 | $421K | Buy |
3,253
+1,674
| +106% | +$217K | 0.03% | 212 |
|
|
2024
Q3 | $209K | Buy |
+1,579
| New | +$209K | 0.02% | 274 |
|