WANY
Wealthspire Advisors (New York)’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 | $5M | Buy |
37,832
+2,360
| +7% | +$312K | 0.03% | 159 |
|
|
2025
Q1 | $4.47M | Buy |
35,472
+19,461
| +122% | +$2.45M | 0.03% | 169 |
|
|
2024
Q4 | $2.07M | Buy |
16,011
+4,167
| +35% | +$539K | 0.02% | 242 |
|
|
2024
Q3 | $1.57M | Buy |
11,844
+1,116
| +10% | +$148K | 0.02% | 289 |
|
|
2024
Q2 | $1.3M | Buy |
10,728
+370
| +4% | +$44.7K | 0.02% | 265 |
|
|
2024
Q1 | $1.3M | Sell |
10,358
-398
| -4% | -$49.9K | 0.02% | 270 |
|
|
2023
Q4 | $1.25M | Buy |
10,756
+730
| +7% | +$84.9K | 0.02% | 276 |
|
|
2023
Q3 | $1.05M | Buy |
10,026
+424
| +4% | +$44.2K | 0.02% | 274 |
|
|
2023
Q2 | $1.05M | Sell |
9,602
-278
| -3% | -$30.5K | 0.02% | 245 |
|
|
2023
Q1 | $1.05M | Sell |
9,880
-353
| -3% | -$37.5K | 0.02% | 234 |
|
|
2022
Q4 | $1.08M | Sell |
10,233
-2,517
| -20% | -$265K | 0.02% | 246 |
|
|
2022
Q3 | $1.23M | Buy |
12,750
+6,826
| +115% | +$656K | 0.03% | 193 |
|
|
2022
Q2 | $602K | Buy |
5,924
+1,319
| +29% | +$134K | 0.01% | 292 |
|
|
2022
Q1 | $551K | Buy |
4,605
+1,082
| +31% | +$129K | 0.01% | 262 |
|
|
2021
Q4 | $431K | Buy |
3,523
+5
| +0.1% | +$612 | 0.01% | 349 |
|
|
2021
Q3 | $398K | Buy |
3,518
+248
| +8% | +$28.1K | 0.01% | 402 |
|
|
2021
Q2 | $376K | Sell |
3,270
-474
| -13% | -$54.5K | 0.01% | 259 |
|
|
2021
Q1 | $409K | Buy |
3,744
+885
| +31% | +$96.7K | 0.01% | 449 |
|
|
2020
Q4 | $277K | Buy |
+2,859
| New | +$277K | 0.01% | 462 |
|
|
2020
Q2 | – | Sell |
-4,598
| Closed | -$295K | – | 411 |
|
|
2020
Q1 | $295K | Buy |
+4,598
| New | +$295K | 0.01% | 386 |
|