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TFB 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 | $2M | Sell |
15,106
-821
| -5% | -$108K | 0.52% | 41 |
|
|
2025
Q1 | $2.01M | Buy |
15,927
+393
| +3% | +$49.5K | 0.58% | 39 |
|
|
2024
Q4 | $2.01M | Sell |
15,534
-225
| -1% | -$29.1K | 0.57% | 38 |
|
|
2024
Q3 | $2.08M | Sell |
15,759
-294
| -2% | -$38.9K | 0.62% | 35 |
|
|
2024
Q2 | $1.94M | Buy |
16,053
+1,785
| +13% | +$216K | 0.63% | 36 |
|
|
2024
Q1 | $1.69M | Buy |
14,268
+478
| +3% | +$56.8K | 0.61% | 37 |
|
|
2023
Q4 | $1.6M | Buy |
+13,790
| New | +$1.6M | 0.82% | 31 |
|
|
2023
Q3 | – | Sell |
-12,474
| Closed | -$1.37M | – | 166 |
|
|
2023
Q2 | $1.37M | Buy |
12,474
+8,939
| +253% | +$982K | 0.6% | 38 |
|
|
2023
Q1 | $375K | Buy |
3,535
+488
| +16% | +$51.8K | 0.29% | 69 |
|
|
2022
Q4 | $321K | Buy |
+3,047
| New | +$321K | 0.27% | 77 |
|