White Knight Strategic Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,240
| Closed | -$290K | – | 91 |
|
|
2024
Q4 | $290K | Buy |
+2,240
| New | +$290K | 0.12% | 100 |
|
|
2024
Q1 | – | Sell |
-2,267
| Closed | -$264K | – | 75 |
|
|
2023
Q4 | $264K | Sell |
2,267
-137
| -6% | -$15.9K | 0.3% | 59 |
|
|
2023
Q3 | $251K | Sell |
2,404
-1,146
| -32% | -$120K | 0.33% | 53 |
|
|
2023
Q2 | $390K | Sell |
3,550
-15
| -0.4% | -$1.65K | 0.46% | 41 |
|
|
2023
Q1 | $379K | Sell |
3,565
-30
| -0.8% | -$3.19K | 0.48% | 44 |
|
|
2022
Q4 | $379K | Sell |
3,595
-92
| -2% | -$9.7K | 0.52% | 47 |
|
|
2022
Q3 | $354K | Hold |
3,687
| – | – | 0.51% | 45 |
|
|
2022
Q2 | $374K | Sell |
3,687
-48
| -1% | -$4.87K | 0.52% | 45 |
|
|
2022
Q1 | $447K | Hold |
3,735
| – | – | 0.48% | 46 |
|
|
2021
Q4 | $457K | Buy |
+3,735
| New | +$457K | 0.48% | 48 |
|