Stratos Wealth Advisors’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 | $303K | Sell |
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2025
Q1 | $325K | Sell |
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|
2024
Q4 | $551K | Sell |
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|
2024
Q3 | $573K | Sell |
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|
2024
Q2 | $536K | Buy |
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|
2024
Q1 | $463K | Sell |
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|
2023
Q4 | $553K | Sell |
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|
2023
Q3 | $545K | Buy |
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|
2023
Q2 | $386K | Buy |
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|
2023
Q1 | $309K | Sell |
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|
2022
Q4 | $342K | Sell |
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|
2022
Q3 | $358K | Sell |
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|
2022
Q2 | $537K | Sell |
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|
2022
Q1 | $748K | Sell |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $891K | Sell |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $428K | Buy |
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|
2020
Q4 | $282K | Buy |
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