Strategic Wealth Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Strategic Wealth Partners’s Portfolio IWS Stock Details IWS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.31K	Hold
2025 Q4	$8.04K	Buy
2019 Q2	–	Sell
2019 Q1	$17K	Hold
2018 Q4	$16K	Hold
2018 Q3	$18K	Hold
2018 Q2	$18K	Sell
2018 Q1	$20K	Hold
2017 Q4	$20K	Buy