Viewpoint Capital Management’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 | $1.1M | Sell |
8,339
-50
| -0.6% | -$6.61K | 0.54% | 47 |
|
|
2025
Q1 | $1.06M | Sell |
8,389
-450
| -5% | -$56.7K | 0.57% | 46 |
|
|
2024
Q4 | $1.14M | Sell |
8,839
-40
| -0.5% | -$5.17K | 0.6% | 44 |
|
|
2024
Q3 | $1.17M | Hold |
8,879
| – | – | 0.66% | 43 |
|
|
2024
Q2 | $1.07M | Hold |
8,879
| – | – | 0.66% | 39 |
|
|
2024
Q1 | $1.11M | Hold |
8,879
| – | – | 0.71% | 35 |
|
|
2023
Q4 | $1.03M | Hold |
8,879
| – | – | 0.72% | 36 |
|
|
2023
Q3 | $926K | Hold |
8,879
| – | – | 0.74% | 35 |
|
|
2023
Q2 | $975K | Hold |
8,879
| – | – | 0.75% | 34 |
|
|
2023
Q1 | $943K | Sell |
8,879
-225
| -2% | -$23.9K | 0.85% | 33 |
|
|
2022
Q4 | $959K | Sell |
9,104
-220
| -2% | -$23.2K | 0.93% | 33 |
|
|
2022
Q3 | $896K | Sell |
9,324
-413
| -4% | -$39.7K | 0.89% | 31 |
|
|
2022
Q2 | $989K | Buy |
9,737
+338
| +4% | +$34.3K | 0.93% | 29 |
|
|
2022
Q1 | $1.12M | Sell |
9,399
-2,540
| -21% | -$304K | 0.87% | 29 |
|
|
2021
Q4 | $1.46M | Buy |
+11,939
| New | +$1.46M | 1.06% | 26 |
|