Western Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $518K | Sell |
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|
2025
Q2 | $496K | Sell |
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|
2025
Q1 | $479K | Buy |
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|
2024
Q4 | $447K | Sell |
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|
2024
Q3 | $493K | Buy |
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|
2024
Q2 | $245K | Sell |
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|
2024
Q1 | $300K | Sell |
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|
2023
Q4 | $282K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $304K | Sell |
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|
2022
Q2 | $419K | Sell |
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|
2022
Q1 | $600K | Buy |
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|
2021
Q4 | $217K | Buy |
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|
2021
Q2 | $201K | Buy |
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