Sound View Wealth Advisors Group’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 | $958K | Hold |
7,253
| – | – | 0.07% | 191 |
|
|
2025
Q1 | $914K | Hold |
7,253
| – | – | 0.08% | 185 |
|
|
2024
Q4 | $938K | Buy |
7,253
+210
| +3% | +$27.2K | 0.08% | 186 |
|
|
2024
Q3 | $931K | Sell |
7,043
-30
| -0.4% | -$3.97K | 0.08% | 183 |
|
|
2024
Q2 | $854K | Sell |
7,073
-108
| -2% | -$13K | 0.09% | 173 |
|
|
2024
Q1 | $900K | Hold |
7,181
| – | – | 0.1% | 175 |
|
|
2023
Q4 | $835K | Sell |
7,181
-301
| -4% | -$35K | 0.09% | 181 |
|
|
2023
Q3 | $781K | Sell |
7,482
-1,585
| -17% | -$165K | 0.1% | 172 |
|
|
2023
Q2 | $996K | Sell |
9,067
-424
| -4% | -$46.6K | 0.13% | 147 |
|
|
2023
Q1 | $1.01M | Buy |
9,491
+2,310
| +32% | +$245K | 0.14% | 143 |
|
|
2022
Q4 | $835K | Buy |
7,181
+2,263
| +46% | +$263K | 0.09% | 181 |
|
|
2022
Q3 | $472K | Sell |
4,918
-70
| -1% | -$6.72K | 0.11% | 166 |
|
|
2022
Q2 | $507K | Hold |
4,988
| – | – | 0.11% | 165 |
|
|
2022
Q1 | $597K | Hold |
4,988
| – | – | 0.11% | 156 |
|
|
2021
Q4 | $610K | Hold |
4,988
| – | – | 0.12% | 159 |
|
|
2021
Q3 | $565K | Sell |
4,988
-95
| -2% | -$10.8K | 0.12% | 154 |
|
|
2021
Q2 | $584K | Buy |
+5,083
| New | +$584K | 0.12% | 156 |
|