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Secure Asset Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Secure Asset Management’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,598
Closed -$207K – 332
2024
Q4 		$207K Sell
1,598
-22
-1% -$2.85K 0.03% 304
2024
Q3 		$214K Buy
+1,620
New +$214K 0.04% 285