Strategic Family Wealth Counselors’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
Q2
$1.04M Hold
2025
Q1
$989K Hold
2024
Q4
$1.02M Hold
2024
Q3
$1.04M Hold
2024
Q2
$948K Hold
2024
Q1
$984K Hold
2023
Q4
$913K Hold
2023
Q3
$819K Hold
2023
Q2
$862K Sell
2023
Q1
$850K Buy