SW
Simplicity Wealth’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 | $9.71M | Buy |
73,514
+40,151
| +120% | +$5.31M | 0.4% | 52 |
|
|
2025
Q1 | $4.2M | Buy |
33,363
+31,448
| +1,642% | +$3.96M | 0.33% | 66 |
|
|
2024
Q4 | $248K | Sell |
1,915
-28,437
| -94% | -$3.68M | 0.05% | 265 |
|
|
2024
Q3 | $4.01M | Sell |
30,352
-49,702
| -62% | -$6.57M | 0.37% | 58 |
|
|
2024
Q2 | $9.67M | Sell |
80,054
-27,615
| -26% | -$3.33M | 0.22% | 92 |
|
|
2024
Q1 | $13.5M | Buy |
107,669
+49,748
| +86% | +$6.23M | 0.32% | 59 |
|
|
2023
Q4 | $6.74M | Sell |
57,921
-2,657
| -4% | -$309K | 2.61% | 11 |
|
|
2023
Q3 | $6.32M | Buy |
60,578
+2,945
| +5% | +$307K | 3.7% | 11 |
|
|
2023
Q2 | $6.33M | Sell |
57,633
-983
| -2% | -$108K | 3.94% | 10 |
|
|
2023
Q1 | $6.22M | Buy |
58,616
+13,226
| +29% | +$1.4M | 4.14% | 9 |
|
|
2022
Q4 | $4.78M | Buy |
45,390
+42,840
| +1,680% | +$4.51M | 4.22% | 8 |
|
|
2022
Q3 | $245K | Buy |
+2,550
| New | +$245K | 0.33% | 64 |
|