Sowell Financial Services’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 | $1.08M | Buy |
8,157
+4,006
| +97% | +$529K | 0.04% | 390 |
|
|
2025
Q1 | $523K | Sell |
4,151
-43,593
| -91% | -$5.49M | 0.02% | 572 |
|
|
2024
Q4 | $6.18M | Buy |
47,744
+2,990
| +7% | +$387K | 0.32% | 69 |
|
|
2024
Q3 | $5.92M | Buy |
+44,754
| New | +$5.92M | 0.28% | 92 |
|
|
2021
Q2 | – | Sell |
-1,120
| Closed | -$130K | – | 1634 |
|
|
2021
Q1 | $130K | Buy |
1,120
+912
| +438% | +$106K | ﹤0.01% | 1255 |
|
|
2020
Q4 | $20K | Sell |
208
-195
| -48% | -$18.8K | ﹤0.01% | 1746 |
|
|
2020
Q3 | $33K | Buy |
403
+209
| +108% | +$17.1K | ﹤0.01% | 1353 |
|
|
2020
Q2 | $15K | Sell |
194
-258
| -57% | -$19.9K | ﹤0.01% | 1549 |
|
|
2020
Q1 | $29K | Buy |
452
+233
| +106% | +$14.9K | ﹤0.01% | 1259 |
|
|
2019
Q4 | $21K | Sell |
219
-10
| -4% | -$959 | ﹤0.01% | 1424 |
|
|
2019
Q3 | $21K | Buy |
+229
| New | +$21K | ﹤0.01% | 1264 |
|
|
2017
Q1 | – | Sell |
-31
| Closed | -$3K | – | 420 |
|
|
2016
Q4 | $3K | Buy |
+31
| New | +$3K | ﹤0.01% | 566 |
|