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SMART Wealth’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

SMART Wealth’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
Q2 		$312K Buy
2,360
+506
+27% +$66.9K 0.1% 135
2025
Q1 		$234K Buy
1,854
+118
+7% +$14.9K 0.08% 143
2024
Q4 		$225K Buy
+1,736
New +$225K 0.08% 134