Spire Wealth Management’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
Q3 | $669K | Buy |
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|
2025
Q2 | $573K | Sell |
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|
2025
Q1 | $615K | Sell |
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|
2024
Q4 | $645K | Sell |
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|
2024
Q3 | $671K | Hold |
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|
2024
Q2 | $613K | Sell |
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|
2024
Q1 | $684K | Sell |
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|
2023
Q4 | $646K | Sell |
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|
2023
Q3 | $597K | Sell |
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|
2023
Q2 | $646K | Sell |
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|
2023
Q1 | $688K | Buy |
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|
2022
Q4 | $607K | Sell |
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|
2022
Q3 | $596K | Sell |
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|
2022
Q2 | $633K | Sell |
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|
2022
Q1 | $795K | Sell |
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|
2021
Q4 | $1.1M | Buy |
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|
2021
Q3 | $761K | Sell |
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|
2021
Q2 | $767K | Sell |
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|
2021
Q1 | $821K | Buy |
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