Vance Wealth’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
Q2 | $3.7M | Sell |
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|
2025
Q1 | $4.91M | Sell |
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|
2024
Q4 | $5.73M | Sell |
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|
2024
Q3 | $5.97M | Buy |
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|
2024
Q2 | $5.11M | Buy |
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|
2024
Q1 | $5.01M | Buy |
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|
2023
Q4 | $4.22M | Buy |
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|
2023
Q3 | $3.24M | Buy |
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|
2023
Q2 | $3.29M | Sell |
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|
2023
Q1 | $3.61M | Buy |
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|
2022
Q4 | $3.33M | Buy |
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|
2022
Q3 | $2.86M | Buy |
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|
2022
Q2 | $2.52M | Buy |
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|
2022
Q1 | $1.77M | Buy |
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