Simplicity Wealth’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.71M | Buy |
|
|||||
|
2025
Q1 | $4.2M | Buy |
|
|||||
|
2024
Q4 | $248K | Sell |
|
|||||
|
2024
Q3 | $4.01M | Sell |
|
|||||
|
2024
Q2 | $9.67M | Sell |
|
|||||
|
2024
Q1 | $13.5M | Buy |
|
|||||
|
2023
Q4 | $6.74M | Sell |
|
|||||
|
2023
Q3 | $6.32M | Buy |
|
|||||
|
2023
Q2 | $6.33M | Sell |
|
|||||
|
2023
Q1 | $6.22M | Buy |
|
|||||
|
2022
Q4 | $4.78M | Buy |
|
|||||
|
2022
Q3 | $245K | Buy |
|