WWM
Wagner Wealth Management’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 | $132 | Hold |
1
| – | – | ﹤0.01% | 252 |
|
|
2025
Q1 | $126 | Buy |
+1
| New | +$126 | ﹤0.01% | 240 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 232 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 497 |
|
|
2022
Q2 | – | Sell |
-482
| Closed | -$58K | – | 712 |
|
|
2022
Q1 | $58K | Buy |
482
+241
| +100% | +$29K | 0.04% | 153 |
|
|
2021
Q4 | $29K | Hold |
241
| – | – | 0.02% | 333 |
|
|
2021
Q3 | $29K | Hold |
241
| – | – | 0.02% | 324 |
|
|
2021
Q2 | $28K | Hold |
241
| – | – | 0.02% | 340 |
|
|
2021
Q1 | $26K | Hold |
241
| – | – | 0.02% | 317 |
|
|
2020
Q4 | $23K | Buy |
+241
| New | +$23K | 0.02% | 159 |
|
|
2018
Q3 | $72K | Hold |
793
| – | – | 0.05% | 223 |
|
|
2018
Q2 | $70K | Buy |
793
+241
| +44% | +$21.3K | 0.05% | 208 |
|
|
2018
Q1 | $48K | Hold |
552
| – | – | 0.04% | 217 |
|
|
2017
Q4 | $50K | Buy |
+552
| New | +$50K | 0.04% | 219 |
|