Sunbelt Securities’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 | $116K | Buy |
900
+742
| +470% | +$96K | 0.01% | 733 |
|
|
2025
Q1 | $19.9K | Sell |
158
-742
| -82% | -$93.5K | ﹤0.01% | 1122 |
|
|
2024
Q4 | $116K | Buy |
900
+11
| +1% | +$1.42K | 0.01% | 731 |
|
|
2024
Q3 | $118K | Hold |
889
| – | – | 0.01% | 724 |
|
|
2024
Q2 | $107K | Sell |
889
-3
| -0.3% | -$362 | 0.01% | 715 |
|
|
2024
Q1 | $112K | Buy |
+892
| New | +$112K | 0.01% | 688 |
|
|
2023
Q3 | – | Sell |
-266
| Closed | -$29.3K | – | 1801 |
|
|
2023
Q2 | $29.3K | Buy |
266
+1
| +0.4% | +$110 | ﹤0.01% | 920 |
|
|
2023
Q1 | $27.7K | Buy |
+265
| New | +$27.7K | ﹤0.01% | 875 |
|