Stonebridge Financial Group’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	–	Sell	-623	Closed	-$78.5K	–	574
2025 Q1	$78.5K	Sell	623 -76	-11%	-$9.58K	0.01%	322
2024 Q4	$90.4K	Buy	+699	New	+$90.4K	0.01%	308