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Sovran Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Sovran Advisors’s Portfolio IWS Stock Details IWS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$322K Sell
2,400
-287
-11% -$38.5K 0.03% 389
2025
Q1 		$318K Buy
2,687
+102
+4% +$12.1K 0.04% 365
2024
Q4 		$337K Buy
+2,585
New +$337K 0.05% 323