Windsor Advisory Group’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
Q2 | $35.7K | Hold |
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|
2025
Q1 | $34K | Hold |
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|
2024
Q4 | $34.9K | Hold |
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|
2024
Q3 | $35.7K | Hold |
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|
2024
Q2 | $32.6K | Hold |
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|
2024
Q1 | $33.8K | Hold |
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|
2023
Q4 | $31.4K | Hold |
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|
2023
Q3 | $28.2K | Hold |
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|
2023
Q2 | $29.7K | Hold |
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|
2023
Q1 | $28.7K | Sell |
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|
2022
Q4 | $116K | Buy |
|