VW
Vance Wealth’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 | $3.7M | Sell |
27,971
-11,034
| -28% | -$1.46M | 1.25% | 17 |
|
|
2025
Q1 | $4.91M | Sell |
39,005
-5,309
| -12% | -$669K | 1.85% | 11 |
|
|
2024
Q4 | $5.73M | Sell |
44,314
-863
| -2% | -$112K | 2.21% | 10 |
|
|
2024
Q3 | $5.97M | Buy |
45,177
+2,889
| +7% | +$382K | 2.26% | 10 |
|
|
2024
Q2 | $5.11M | Buy |
42,288
+2,309
| +6% | +$279K | 2.1% | 11 |
|
|
2024
Q1 | $5.01M | Buy |
39,979
+3,664
| +10% | +$459K | 2% | 12 |
|
|
2023
Q4 | $4.22M | Buy |
36,315
+5,217
| +17% | +$607K | 1.83% | 14 |
|
|
2023
Q3 | $3.24M | Buy |
31,098
+1,170
| +4% | +$122K | 1.52% | 17 |
|
|
2023
Q2 | $3.29M | Sell |
29,928
-4,083
| -12% | -$448K | 1.5% | 18 |
|
|
2023
Q1 | $3.61M | Buy |
34,011
+2,363
| +7% | +$251K | 1.94% | 13 |
|
|
2022
Q4 | $3.33M | Buy |
31,648
+1,912
| +6% | +$201K | 2.08% | 10 |
|
|
2022
Q3 | $2.86M | Buy |
29,736
+4,917
| +20% | +$472K | 2.2% | 12 |
|
|
2022
Q2 | $2.52M | Buy |
24,819
+10,057
| +68% | +$1.02M | 1.95% | 11 |
|
|
2022
Q1 | $1.77M | Buy |
+14,762
| New | +$1.77M | 2.23% | 11 |
|