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Smith & Howard Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Smith & Howard Wealth Management’s Portfolio IWS Stock Details IWS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$610K Hold
4,617
– – 0.15% 42
2025
Q1 		$582K Hold
4,617
– – 0.16% 41
2024
Q4 		$597K Hold
4,617
– – 0.17% 44
2024
Q3 		$611K Hold
4,617
– – 0.17% 44
2024
Q2 		$557K Hold
4,617
– – 0.17% 48
2024
Q1 		$579K Hold
4,617
– – 0.18% 43
2023
Q4 		$537K Hold
4,617
– – 0.19% 42
2023
Q3 		$482K Buy
4,617
+1,574
+52% +$164K 0.17% 44
2023
Q2 		$334K Hold
3,043
– – 0.12% 53
2023
Q1 		$323K Hold
3,043
– – 0.11% 52
2022
Q4 		$321K Sell
3,043
-48
-2% -$5.06K 0.12% 51
2022
Q3 		$297K Hold
3,091
– – 0.13% 53
2022
Q2 		$314K Hold
3,091
– – 0.13% 54
2022
Q1 		$370K Hold
3,091
– – 0.16% 49
2021
Q4 		$378K Hold
3,091
– – 0.17% 50
2021
Q3 		$350K Hold
3,091
– – 0.17% 50
2021
Q2 		$355K Hold
3,091
– – 0.17% 47
2021
Q1 		$338K Hold
3,091
– – 0.17% 45
2020
Q4 		$300K Sell
3,091
-131
-4% -$12.7K 0.16% 47
2020
Q3 		$260K Hold
3,222
– – 0.15% 54
2020
Q2 		$247K Hold
3,222
– – 0.15% 56
2020
Q1 		$206K Hold
3,222
– – 0.13% 63
2019
Q4 		$305K Sell
3,222
-108
-3% -$10.2K 0.1% 63
2019
Q3 		$299K Hold
3,330
– – 0.12% 56
2019
Q2 		$297K Hold
3,330
– – 0.13% 47
2019
Q1 		$289K Hold
3,330
– – 0.14% 40
2018
Q4 		$254K Sell
3,330
-231
-6% -$17.6K 0.14% 43
2018
Q3 		$321K Hold
3,561
– – 0.14% 39
2018
Q2 		$315K Sell
3,561
-1,150
-24% -$102K 0.14% 36
2018
Q1 		$407K Hold
4,711
– – 0.18% 32
2017
Q4 		$420K Sell
4,711
-1,390
-23% -$124K 0.2% 29
2017
Q3 		$518K Hold
6,101
– – 0.25% 29
2017
Q2 		$513K Hold
6,101
– – 0.24% 29
2017
Q1 		$506K Hold
6,101
– – 0.24% 28
2016
Q4 		$491K Buy
6,101
+1,500
+33% +$121K 0.26% 28
2016
Q3 		$353K Hold
4,601
– – 0.18% 31
2016
Q2 		$342K Hold
4,601
– – 0.16% 34
2016
Q1 		$326K Hold
4,601
– – 0.14% 43
2015
Q4 		$316K Hold
4,601
– – 0.15% 44
2015
Q3 		$309K Hold
4,601
– – 0.15% 35
2015
Q2 		$339K Hold
4,601
– – 0.15% 39
2015
Q1 		$346K Hold
4,601
– – 0.15% 39
2014
Q4 		$339K Sell
4,601
-280
-6% -$20.6K 0.16% 32
2014
Q3 		$342K Hold
4,881
– – 0.18% 28
2014
Q2 		$354K Hold
4,881
– – 0.18% 27
2014
Q1 		$335K Hold
4,881
– – 0.19% 25
2013
Q4 		$321K Sell
4,881
-350
-7% -$23K 0.18% 26
2013
Q3 		$319K Hold
5,231
– – 0.19% 25
2013
Q2 		$303K Buy
+5,231
New +$303K 0.19% 28