RAFFA WEALTH MANAGEMENT, LLC’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
Q1 | – | Sell |
-572
| Closed | -$74K | – | 1104 |
|
|
2024
Q4 | $74K | Hold |
572
| – | – | 0.02% | 125 |
|
|
2024
Q3 | $75.6K | Hold |
572
| – | – | 0.02% | 119 |
|
|
2024
Q2 | $69K | Hold |
572
| – | – | 0.02% | 174 |
|
|
2024
Q1 | $71.7K | Hold |
572
| – | – | 0.02% | 169 |
|
|
2023
Q4 | $66.5K | Hold |
572
| – | – | 0.02% | 116 |
|
|
2023
Q3 | $59.7K | Hold |
572
| – | – | 0.02% | 117 |
|
|
2023
Q2 | $62.8K | Hold |
572
| – | – | 0.02% | 114 |
|
|
2023
Q1 | $60.7K | Hold |
572
| – | – | 0.02% | 129 |
|
|
2022
Q4 | $60.2K | Hold |
572
| – | – | 0.02% | 121 |
|
|
2022
Q3 | $54.9K | Hold |
572
| – | – | 0.02% | 127 |
|
|
2022
Q2 | $58.1K | Hold |
572
| – | – | 0.03% | 126 |
|
|
2022
Q1 | $68.4K | Hold |
572
| – | – | 0.03% | 116 |
|
|
2021
Q4 | $70K | Hold |
572
| – | – | 0.02% | 116 |
|
|
2021
Q3 | $64.8K | Hold |
572
| – | – | 0.02% | 102 |
|
|
2021
Q2 | $65.7K | Hold |
572
| – | – | 0.02% | 104 |
|
|
2021
Q1 | $62.5K | Hold |
572
| – | – | 0.02% | 118 |
|
|
2020
Q4 | $55.4K | Hold |
572
| – | – | 0.02% | 118 |
|
|
2020
Q3 | $46.2K | Hold |
572
| – | – | 0.02% | 125 |
|
|
2020
Q2 | $43.8K | Buy |
572
+8
| +1% | +$582 | 0.02% | 124 |
|
|
2020
Q1 | $36.1K | Hold |
564
| – | – | 0.01% | 121 |
|
|
2019
Q4 | $53.4K | Hold |
564
| – | – | 0.02% | 126 |
|
|
2019
Q3 | $50.6K | Buy |
+564
| New | +$50K | 0.02% | 127 |
|
|
2019
Q2 | – | Sell |
-561
| Closed | -$48.7K | – | 1065 |
|
|
2019
Q1 | $48.7K | Buy |
561
+3
| +0.5% | +$253 | 0.02% | 113 |
|
|
2018
Q4 | $42.6K | Buy |
558
+7
| +1% | +$586 | 0.02% | 138 |
|
|
2018
Q3 | $49.8K | Buy |
551
+3
| +0.5% | +$272 | 0.02% | 139 |
|
|
2018
Q2 | $48.5K | Hold |
548
| – | – | 0.02% | 131 |
|
|
2018
Q1 | $47.4K | Buy |
548
+2
| +0.4% | +$177 | 0.02% | 124 |
|
|
2017
Q4 | $48.7K | Buy |
546
+6
| +1% | +$521 | 0.02% | 129 |
|
|
2017
Q3 | $45.9K | Buy |
+540
| New | +$45.3K | 0.02% | 135 |
|
|
2016
Q3 | – | Sell |
-46
| Closed | -$3.42K | – | 879 |
|
|
2016
Q2 | $3.42K | Sell |
46
-2
| -4% | -$145 | ﹤0.01% | 237 |
|
|
2016
Q1 | $3.4K | Buy |
48
+7
| +17% | +$462 | ﹤0.01% | 240 |
|
|
2015
Q4 | $2.81K | Hold |
41
| – | – | ﹤0.01% | 239 |
|
|
2015
Q3 | $2.75K | Hold |
41
| – | – | ﹤0.01% | 251 |
|
|
2015
Q2 | $3.02K | Sell |
41
-33
| -45% | -$2.49K | ﹤0.01% | 239 |
|
|
2015
Q1 | $5.57K | Buy |
74
+5
| +7% | +$373 | ﹤0.01% | 187 |
|
|
2014
Q4 | $5.09K | Sell |
69
-5
| -7% | -$359 | ﹤0.01% | 199 |
|
|
2014
Q3 | $5.18K | Sell |
74
-55
| -43% | -$3.94K | ﹤0.01% | 201 |
|
|
2014
Q2 | $9.37K | Buy |
129
+6
| +5% | +$419 | 0.01% | 142 |
|
|
2014
Q1 | $8.45K | Buy |
123
+54
| +78% | +$3.59K | 0.01% | 146 |
|
|
2013
Q4 | $5.09K | Buy |
+69
| New | +$4.39K | ﹤0.01% | 199 |
|
Other funds holding IWS
FCBT
RAFFA WEALTH MANAGEMENT, LLC's IWS Position: Q1 2025 in Review
RAFFA WEALTH MANAGEMENT, LLC sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2025, closing a stake of 572 shares — an estimated $74K sold.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in IWS in Q4 2013 and held it in 40 quarters. The position peaked at $75.6K in Q3 2024. 923 funds tracked by Wall St. Rank hold IWS as of Q1 2025.
- RAFFA WEALTH MANAGEMENT, LLC reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
- RAFFA WEALTH MANAGEMENT, LLC sold 572 iShares Russell Mid-Cap Value ETF shares in Q1 2025, an estimated $74K.
- RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2013 and held it in 40 quarters.
- RAFFA WEALTH MANAGEMENT, LLC's iShares Russell Mid-Cap Value ETF position peaked at $75.6K in Q3 2024.
- 923 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2025.
Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2025, filed 27 Jul 2026.