WWA
WCG Wealth Advisors’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 | $1.62M | Sell |
12,281
-1,573
| -11% | -$208K | 0.11% | 178 |
|
|
2025
Q1 | $1.75M | Buy |
13,854
+25
| +0.2% | +$3.15K | 0.13% | 155 |
|
|
2024
Q4 | $1.79M | Buy |
13,829
+564
| +4% | +$73K | 0.12% | 159 |
|
|
2024
Q3 | $1.75M | Buy |
13,265
+2,824
| +27% | +$373K | 0.12% | 166 |
|
|
2024
Q2 | $1.26M | Buy |
+10,441
| New | +$1.26M | 0.09% | 175 |
|