TVWM
Tower View Wealth Management’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 | $7.98K | Hold |
60
| – | – | ﹤0.01% | 148 |
|
|
2025
Q1 | $7.57K | Hold |
60
| – | – | ﹤0.01% | 138 |
|
|
2024
Q4 | $7.75K | Hold |
60
| – | – | ﹤0.01% | 134 |
|
|
2024
Q3 | $7.89K | Buy |
60
+1
| +2% | +$131 | ﹤0.01% | 146 |
|
|
2024
Q2 | $7.17K | Hold |
59
| – | – | ﹤0.01% | 141 |
|
|
2024
Q1 | $7.42K | Hold |
59
| – | – | ﹤0.01% | 142 |
|
|
2023
Q4 | $7K | Buy |
59
+1
| +2% | +$119 | ﹤0.01% | 137 |
|
|
2023
Q3 | $6K | Sell |
58
-29
| -33% | -$3K | ﹤0.01% | 133 |
|
|
2023
Q2 | $10K | Hold |
87
| – | – | 0.01% | 118 |
|
|
2023
Q1 | $9K | Hold |
87
| – | – | 0.01% | 118 |
|
|
2022
Q4 | $9K | Sell |
87
-17
| -16% | -$1.76K | 0.01% | 122 |
|
|
2022
Q3 | $10K | Buy |
104
+47
| +82% | +$4.52K | 0.01% | 117 |
|
|
2022
Q2 | $6K | Hold |
57
| – | – | ﹤0.01% | 132 |
|
|
2022
Q1 | $7K | Hold |
57
| – | – | ﹤0.01% | 156 |
|
|
2021
Q4 | $7K | Hold |
57
| – | – | ﹤0.01% | 166 |
|
|
2021
Q3 | $6K | Hold |
57
| – | – | ﹤0.01% | 197 |
|
|
2021
Q2 | $7K | Hold |
57
| – | – | ﹤0.01% | 146 |
|
|
2021
Q1 | $6K | Buy |
+57
| New | +$6K | ﹤0.01% | 158 |
|