Snider Financial Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$258K	Sell	1,952 -513	-21%	-$67.8K	0.07%	101
2025 Q1	$311K	Sell	2,465 -63	-2%	-$7.94K	0.1%	90
2024 Q4	$327K	Buy	+2,528	New	+$327K	0.1%	89