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Tectonic Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Buy |
20,701
+2,516
| +14% | +$332K | 0.16% | 87 |
|
|
2025
Q1 | $2.29M | Buy |
18,185
+2,052
| +13% | +$258K | 0.14% | 91 |
|
|
2024
Q4 | $2.09M | Buy |
16,133
+426
| +3% | +$55.1K | 0.14% | 94 |
|
|
2024
Q3 | $2.08M | Buy |
15,707
+1,176
| +8% | +$156K | 0.14% | 92 |
|
|
2024
Q2 | $1.75M | Buy |
14,531
+3,379
| +30% | +$408K | 0.13% | 97 |
|
|
2024
Q1 | $1.4M | Buy |
11,152
+4,129
| +59% | +$517K | 0.11% | 111 |
|
|
2023
Q4 | $817K | Buy |
+7,023
| New | +$817K | 0.07% | 154 |
|