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

Sequent Asset Management’s Portfolio IWS Stock Details IWS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.05M Hold
15,536
– – 1.64% 12
2025
Q1 		$1.96M Hold
15,536
– – 1.09% 15
2024
Q4 		$2.01M Buy
+15,536
New +$2.01M 0.99% 15