STAR Financial Bank’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 | $1.15M | Sell |
8,687
-884
| -9% | -$117K | 0.73% | 39 |
|
|
2025
Q1 | $1.21M | Sell |
9,571
-2,102
| -18% | -$265K | 0.88% | 31 |
|
|
2024
Q4 | $1.51M | Sell |
11,673
-1,471
| -11% | -$190K | 1.09% | 26 |
|
|
2024
Q3 | $1.74M | Sell |
13,144
-843
| -6% | -$111K | 1.17% | 22 |
|
|
2024
Q2 | $1.69M | Sell |
13,987
-5,497
| -28% | -$664K | 1.3% | 16 |
|
|
2024
Q1 | $2.44M | Buy |
19,484
+425
| +2% | +$53.3K | 2.09% | 9 |
|
|
2023
Q4 | $2.22M | Buy |
19,059
+723
| +4% | +$84.1K | 2.02% | 8 |
|
|
2023
Q3 | $1.91M | Sell |
18,336
-257
| -1% | -$26.8K | 1.96% | 9 |
|
|
2023
Q2 | $2.04M | Sell |
18,593
-237
| -1% | -$26K | 1.91% | 9 |
|
|
2023
Q1 | $2M | Buy |
18,830
+748
| +4% | +$79.4K | 1.95% | 9 |
|
|
2022
Q4 | $1.9M | Buy |
+18,082
| New | +$1.9M | 1.89% | 10 |
|