Vantage Financial Partners (Wisconsin)’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 | $346K | Sell |
2,618
-53
| -2% | -$7K | 0.08% | 137 |
|
|
2025
Q1 | $336K | Sell |
2,671
-2,960
| -53% | -$373K | 0.08% | 131 |
|
|
2024
Q4 | $728K | Sell |
5,631
-701
| -11% | -$90.7K | 0.18% | 76 |
|
|
2024
Q3 | $837K | Sell |
6,332
-445
| -7% | -$58.9K | 0.21% | 69 |
|
|
2024
Q2 | $818K | Buy |
6,777
+1,712
| +34% | +$207K | 0.21% | 54 |
|
|
2024
Q1 | $635K | Buy |
5,065
+462
| +10% | +$57.9K | 0.17% | 68 |
|
|
2023
Q4 | $535K | Buy |
+4,603
| New | +$535K | 0.16% | 66 |
|