Wagner Wealth Management’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
Q3 | – | Sell |
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|
2025
Q2 | $132 | Hold |
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|
2025
Q1 | $126 | Buy |
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|
2023
Q1 | – | Hold |
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|
2022
Q4 | – | Hold |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $58K | Buy |
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|
2021
Q4 | $29K | Hold |
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|
2021
Q3 | $29K | Hold |
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|
2021
Q2 | $28K | Hold |
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|
2021
Q1 | $26K | Hold |
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|
2020
Q4 | $23K | Buy |
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|
2018
Q3 | $72K | Hold |
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|
2018
Q2 | $70K | Buy |
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|
2018
Q1 | $48K | Hold |
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|
2017
Q4 | $50K | Buy |
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