Sound View Wealth Advisors Group’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 | $958K | Hold |
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|
2025
Q1 | $914K | Hold |
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|
2024
Q4 | $938K | Buy |
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|
2024
Q3 | $931K | Sell |
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|
2024
Q2 | $854K | Sell |
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|
2024
Q1 | $900K | Hold |
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|
2023
Q4 | $835K | Sell |
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|
2023
Q3 | $781K | Sell |
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|
2023
Q2 | $996K | Sell |
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|
2023
Q1 | $1.01M | Buy |
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|
2022
Q4 | $835K | Buy |
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|
2022
Q3 | $472K | Sell |
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|
2022
Q2 | $507K | Hold |
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|
2022
Q1 | $597K | Hold |
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|
2021
Q4 | $610K | Hold |
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|
2021
Q3 | $565K | Sell |
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|
2021
Q2 | $584K | Buy |
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