WMWM
Whitaker-Myers Wealth Managers’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
Q2 | $4.57M | Buy |
34,605
+5,646
| +19% | +$746K | 1.15% | 16 |
|
|
2025
Q1 | $3.65M | Buy |
28,959
+926
| +3% | +$117K | 1.02% | 20 |
|
|
2024
Q4 | $3.63M | Buy |
28,033
+2,347
| +9% | +$304K | 1.06% | 20 |
|
|
2024
Q3 | $3.4M | Buy |
25,686
+2,195
| +9% | +$290K | 1.13% | 18 |
|
|
2024
Q2 | $2.84M | Buy |
23,491
+10,241
| +77% | +$1.24M | 1.05% | 18 |
|
|
2024
Q1 | $1.66M | Sell |
13,250
-795
| -6% | -$99.6K | 0.7% | 25 |
|
|
2023
Q4 | $1.63M | Sell |
14,045
-97
| -0.7% | -$11.3K | 0.81% | 21 |
|
|
2023
Q3 | $1.48M | Sell |
14,142
-20,379
| -59% | -$2.13M | 0.92% | 20 |
|
|
2023
Q2 | $3.79M | Buy |
34,521
+6,319
| +22% | +$694K | 2.54% | 10 |
|
|
2023
Q1 | $3M | Buy |
28,202
+11,532
| +69% | +$1.22M | 2.32% | 11 |
|
|
2022
Q4 | $1.76M | Buy |
+16,670
| New | +$1.76M | 1.68% | 17 |
|