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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.17M	Hold
2025 Q2	$2.05M	Hold
2025 Q1	$1.96M	Hold
2024 Q4	$2.01M	Buy