Wealthfront Advisers’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
12,181
+1,451
| +14% | +$192K | ﹤0.01% | 605 |
|
|
2025
Q1 | $1.35M | Sell |
10,730
-1,486
| -12% | -$187K | ﹤0.01% | 608 |
|
|
2024
Q4 | $1.58M | Buy |
12,216
+2,591
| +27% | +$335K | ﹤0.01% | 576 |
|
|
2024
Q3 | $1.27M | Buy |
9,625
+1,398
| +17% | +$185K | ﹤0.01% | 603 |
|
|
2024
Q2 | $993K | Buy |
8,227
+699
| +9% | +$84.4K | ﹤0.01% | 623 |
|
|
2024
Q1 | $943K | Buy |
7,528
+1,385
| +23% | +$174K | ﹤0.01% | 626 |
|
|
2023
Q4 | $714K | Sell |
6,143
-425
| -6% | -$49.4K | ﹤0.01% | 651 |
|
|
2023
Q3 | $685K | Buy |
6,568
+2,049
| +45% | +$214K | ﹤0.01% | 627 |
|
|
2023
Q2 | $496K | Sell |
4,519
-1,276
| -22% | -$140K | ﹤0.01% | 677 |
|
|
2023
Q1 | $615K | Buy |
5,795
+2,291
| +65% | +$243K | ﹤0.01% | 623 |
|
|
2022
Q4 | $369K | Buy |
3,504
+34
| +1% | +$3.58K | ﹤0.01% | 685 |
|
|
2022
Q3 | $333K | Buy |
3,470
+1,166
| +51% | +$112K | ﹤0.01% | 673 |
|
|
2022
Q2 | $234K | Buy |
+2,304
| New | +$234K | ﹤0.01% | 732 |
|