United Community Bank’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 | $71.5K | Hold |
541
| – | – | 0.02% | 277 |
|
|
2025
Q1 | $68.2K | Hold |
541
| – | – | 0.03% | 288 |
|
|
2024
Q4 | $70K | Buy |
541
+179
| +49% | +$23.2K | 0.03% | 278 |
|
|
2024
Q3 | $47.9K | Hold |
362
| – | – | 0.02% | 285 |
|
|
2024
Q2 | $43.7K | Hold |
362
| – | – | 0.02% | 301 |
|
|
2024
Q1 | $45.4K | Hold |
362
| – | – | 0.02% | 281 |
|
|
2023
Q4 | $42.1K | Hold |
362
| – | – | 0.02% | 296 |
|
|
2023
Q3 | $37.8K | Hold |
362
| – | – | 0.02% | 274 |
|
|
2023
Q2 | $39.8K | Hold |
362
| – | – | 0.03% | 183 |
|
|
2023
Q1 | $38.4K | Sell |
362
-50
| -12% | -$5.31K | 0.04% | 173 |
|
|
2022
Q4 | $43.4K | Hold |
412
| – | – | 0.04% | 177 |
|
|
2022
Q3 | $39.6K | Hold |
412
| – | – | 0.04% | 178 |
|
|
2022
Q2 | $41.8K | Hold |
412
| – | – | 0.05% | 174 |
|
|
2022
Q1 | $49.3K | Hold |
412
| – | – | 0.05% | 170 |
|
|
2021
Q4 | $50.4K | Buy |
+412
| New | +$50.4K | 0.05% | 170 |
|