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Wetzel Investment Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Wetzel Investment Advisors’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-109
Closed -$13.7K – 506
2024
Q2 		$13.7K Hold
109
– – 0.01% 404
2024
Q1 		$12.8K Hold
109
– – 0.01% 477
2023
Q4 		$13K Buy
+109
New +$13K 0.01% 460