United Asset Strategies’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-16,714	Closed	-$2.11M	–	244
2025 Q1	$2.11M	Buy	16,714 +362	+2%	+$45.6K	0.2%	96
2024 Q4	$2.12M	Buy	16,352 +195	+1%	+$25.2K	0.19%	99
2024 Q3	$2.14M	Buy	+16,157	New	+$2.14M	0.2%	98