West Michigan Advisors’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 | $222K | Sell |
1,682
-24
| -1% | -$3.17K | 0.06% | 215 |
|
|
2025
Q1 | $215K | Buy |
1,706
+13
| +0.8% | +$1.64K | 0.07% | 198 |
|
|
2024
Q4 | $219K | Sell |
1,693
-18
| -1% | -$2.33K | 0.07% | 212 |
|
|
2024
Q3 | $226K | Buy |
1,711
+1
| +0.1% | +$132 | 0.07% | 174 |
|
|
2024
Q2 | $206K | Sell |
1,710
-39
| -2% | -$4.71K | 0.07% | 171 |
|
|
2024
Q1 | $219K | Sell |
1,749
-142
| -8% | -$17.8K | 0.07% | 166 |
|
|
2023
Q4 | $220K | Buy |
+1,891
| New | +$220K | 0.08% | 140 |
|
|
2023
Q3 | – | Sell |
-1,829
| Closed | -$201K | – | 160 |
|
|
2023
Q2 | $201K | Buy |
+1,829
| New | +$201K | 0.08% | 216 |
|
|
2022
Q2 | – | Sell |
-2,671
| Closed | -$320K | – | 129 |
|
|
2022
Q1 | $320K | Buy |
2,671
+139
| +5% | +$16.7K | 0.22% | 84 |
|
|
2021
Q4 | $310K | Buy |
+2,532
| New | +$310K | 0.23% | 84 |
|