Strategic Family Wealth Counselors’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 | $1.04M | Hold |
7,850
| – | – | 0.3% | 62 |
|
|
2025
Q1 | $989K | Hold |
7,850
| – | – | 0.32% | 59 |
|
|
2024
Q4 | $1.02M | Hold |
7,850
| – | – | 0.33% | 59 |
|
|
2024
Q3 | $1.04M | Hold |
7,850
| – | – | 0.36% | 52 |
|
|
2024
Q2 | $948K | Hold |
7,850
| – | – | 0.36% | 51 |
|
|
2024
Q1 | $984K | Hold |
7,850
| – | – | 0.39% | 50 |
|
|
2023
Q4 | $913K | Hold |
7,850
| – | – | 0.38% | 49 |
|
|
2023
Q3 | $819K | Hold |
7,850
| – | – | 0.39% | 45 |
|
|
2023
Q2 | $862K | Sell |
7,850
-155
| -2% | -$17K | 0.4% | 43 |
|
|
2023
Q1 | $850K | Buy |
+8,005
| New | +$850K | 0.4% | 43 |
|