Wealth Enhancement Advisory Services’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 | $12.4M | Sell |
91,868
-657
| -0.7% | -$88.7K | 0.02% | 566 |
|
|
2025
Q1 | $11.7M | Sell |
92,525
-9,033
| -9% | -$1.14M | 0.02% | 534 |
|
|
2024
Q4 | $13.1M | Sell |
101,558
-1,323
| -1% | -$171K | 0.03% | 486 |
|
|
2024
Q3 | $13.6M | Sell |
102,881
-5,481
| -5% | -$725K | 0.03% | 440 |
|
|
2024
Q2 | $13.1M | Sell |
108,362
-13
| -0% | -$1.57K | 0.03% | 413 |
|
|
2024
Q1 | $13.6M | Sell |
108,375
-6,571
| -6% | -$824K | 0.04% | 393 |
|
|
2023
Q4 | $13.4M | Sell |
114,946
-1,991
| -2% | -$232K | 0.04% | 371 |
|
|
2023
Q3 | $12.2M | Buy |
116,937
+114,970
| +5,845% | +$12M | 0.04% | 367 |
|
|
2023
Q2 | $216K | Sell |
1,967
-141
| -7% | -$15.5K | ﹤0.01% | 487 |
|
|
2023
Q1 | $224K | Buy |
+2,108
| New | +$224K | ﹤0.01% | 491 |
|