Spire Wealth Management’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 | $573K | Sell |
4,339
-546
| -11% | -$72.2K | 0.02% | 479 |
|
|
2025
Q1 | $615K | Sell |
4,885
-100
| -2% | -$12.6K | 0.02% | 515 |
|
|
2024
Q4 | $645K | Sell |
4,985
-90
| -2% | -$11.6K | 0.02% | 497 |
|
|
2024
Q3 | $671K | Hold |
5,075
| – | – | 0.02% | 458 |
|
|
2024
Q2 | $613K | Sell |
5,075
-380
| -7% | -$45.9K | 0.02% | 447 |
|
|
2024
Q1 | $684K | Sell |
5,455
-212
| -4% | -$26.6K | 0.01% | 447 |
|
|
2023
Q4 | $646K | Sell |
5,667
-55
| -1% | -$6.27K | 0.02% | 455 |
|
|
2023
Q3 | $597K | Sell |
5,722
-156
| -3% | -$16.3K | 0.02% | 442 |
|
|
2023
Q2 | $646K | Sell |
5,878
-603
| -9% | -$66.2K | 0.02% | 433 |
|
|
2023
Q1 | $688K | Buy |
6,481
+716
| +12% | +$76K | 0.03% | 412 |
|
|
2022
Q4 | $607K | Sell |
5,765
-436
| -7% | -$45.9K | 0.03% | 327 |
|
|
2022
Q3 | $596K | Sell |
6,201
-30
| -0.5% | -$2.88K | 0.04% | 298 |
|
|
2022
Q2 | $633K | Sell |
6,231
-413
| -6% | -$42K | 0.03% | 418 |
|
|
2022
Q1 | $795K | Sell |
6,644
-2,314
| -26% | -$277K | 0.02% | 442 |
|
|
2021
Q4 | $1.1M | Buy |
8,958
+2,237
| +33% | +$274K | 0.02% | 445 |
|
|
2021
Q3 | $761K | Sell |
6,721
-153
| -2% | -$17.3K | 0.02% | 473 |
|
|
2021
Q2 | $767K | Sell |
6,874
-634
| -8% | -$70.7K | 0.02% | 492 |
|
|
2021
Q1 | $821K | Buy |
+7,508
| New | +$821K | 0.02% | 509 |
|