TrinityPoint Wealth’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

TrinityPoint Wealth’s Portfolio IWS Stock Details IWS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$376K	Buy
2024 Q3	$371K	Buy
2024 Q2	$325K	Sell
2024 Q1	$359K	Buy
2023 Q4	$304K	Buy
2023 Q3	$240K	Buy