Western Wealth Management’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 | $496K | Sell |
3,752
-51
| -1% | -$6.74K | 0.03% | 411 |
|
|
2025
Q1 | $479K | Buy |
3,803
+349
| +10% | +$44K | 0.03% | 404 |
|
|
2024
Q4 | $447K | Sell |
3,454
-271
| -7% | -$35K | 0.03% | 408 |
|
|
2024
Q3 | $493K | Buy |
3,725
+1,698
| +84% | +$225K | 0.03% | 470 |
|
|
2024
Q2 | $245K | Sell |
2,027
-370
| -15% | -$44.7K | 0.02% | 559 |
|
|
2024
Q1 | $300K | Sell |
2,397
-25
| -1% | -$3.13K | 0.02% | 502 |
|
|
2023
Q4 | $282K | Buy |
+2,422
| New | +$282K | 0.02% | 565 |
|
|
2022
Q4 | – | Sell |
-3,163
| Closed | -$304K | – | 703 |
|
|
2022
Q3 | $304K | Sell |
3,163
-951
| -23% | -$91.4K | 0.02% | 628 |
|
|
2022
Q2 | $419K | Sell |
4,114
-905
| -18% | -$92.2K | 0.02% | 521 |
|
|
2022
Q1 | $600K | Buy |
5,019
+3,252
| +184% | +$389K | 0.03% | 476 |
|
|
2021
Q4 | $217K | Buy |
+1,767
| New | +$217K | 0.02% | 562 |
|
|
2021
Q2 | $201K | Buy |
+1,752
| New | +$201K | 0.02% | 605 |
|