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Schechter Investment Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Schechter Investment Advisors’s Portfolio IWS Stock Details IWS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$615K Hold
4,885
– – 0.05% 323
2024
Q4 		$632K Hold
4,885
– – 0.05% 337
2024
Q3 		$646K Hold
4,885
– – 0.05% 345
2024
Q2 		$590K Hold
4,885
– – 0.04% 338
2024
Q1 		$612K Buy
+4,885
New +$612K 0.05% 341