Whitaker-Myers Wealth Managers’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 | $5.02M | Buy |
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|
2025
Q2 | $4.57M | Buy |
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|
2025
Q1 | $3.65M | Buy |
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|
2024
Q4 | $3.63M | Buy |
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|
2024
Q3 | $3.4M | Buy |
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|
2024
Q2 | $2.84M | Buy |
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|
2024
Q1 | $1.66M | Sell |
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|
2023
Q4 | $1.63M | Sell |
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|
2023
Q3 | $1.48M | Sell |
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|
2023
Q2 | $3.79M | Buy |
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|
2023
Q1 | $3M | Buy |
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|
2022
Q4 | $1.76M | Buy |
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