WAM
WFA Asset Management’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
Q1 | – | Sell |
-44
| Closed | -$5.69K | – | 247 |
|
2024
Q4 | $5.69K | Buy |
+44
| New | +$5.69K | ﹤0.01% | 194 |
|
2023
Q4 | – | Sell |
-170
| Closed | -$17.7K | – | 240 |
|
2023
Q3 | $17.7K | Hold |
170
| – | – | 0.01% | 150 |
|
2023
Q2 | $18.7K | Hold |
170
| – | – | 0.01% | 154 |
|
2023
Q1 | $18.1K | Buy |
+170
| New | +$18.1K | 0.01% | 147 |
|