Total Wealth Planning’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
Q3 | $533K | Sell |
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|
2025
Q2 | $509K | Buy |
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|
2025
Q1 | $449K | Sell |
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|
2024
Q4 | $476K | Sell |
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|
2024
Q3 | $517K | Sell |
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|
2024
Q2 | $513K | Sell |
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|
2024
Q1 | $598K | Buy |
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|
2023
Q4 | $554K | Buy |
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|
2023
Q3 | $484K | Sell |
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|
2023
Q2 | $539K | Sell |
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|
2023
Q1 | $532K | Sell |
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|
2022
Q4 | $535K | Sell |
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|
2022
Q3 | $494K | Sell |
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|
2022
Q2 | $532K | Sell |
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|
2022
Q1 | $636K | Sell |
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|
2021
Q4 | $633K | Buy |
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|
2021
Q3 | $607K | Buy |
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|
2021
Q2 | $607K | Sell |
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|
2021
Q1 | $627K | Sell |
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|
2020
Q4 | $646K | Buy |
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|
2020
Q3 | $519K | Buy |
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|
2020
Q2 | $491K | Sell |
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|
2020
Q1 | $429K | Sell |
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|
2019
Q4 | $649K | Sell |
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|
2019
Q3 | $621K | Sell |
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|
2019
Q2 | $632K | Sell |
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|
2019
Q1 | $633K | Sell |
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|
2018
Q4 | $566K | Buy |
|