WAG
Windsor Advisory Group’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 | $35.7K | Hold |
270
| – | – | 0.05% | 47 |
|
|
2025
Q1 | $34K | Hold |
270
| – | – | 0.04% | 50 |
|
|
2024
Q4 | $34.9K | Hold |
270
| – | – | 0.04% | 71 |
|
|
2024
Q3 | $35.7K | Hold |
270
| – | – | 0.04% | 71 |
|
|
2024
Q2 | $32.6K | Hold |
270
| – | – | 0.07% | 45 |
|
|
2024
Q1 | $33.8K | Hold |
270
| – | – | 0.1% | 41 |
|
|
2023
Q4 | $31.4K | Hold |
270
| – | – | 0.09% | 45 |
|
|
2023
Q3 | $28.2K | Hold |
270
| – | – | 0.07% | 53 |
|
|
2023
Q2 | $29.7K | Hold |
270
| – | – | 0.07% | 48 |
|
|
2023
Q1 | $28.7K | Sell |
270
-835
| -76% | -$88.7K | 0.07% | 56 |
|
|
2022
Q4 | $116K | Buy |
+1,105
| New | +$116K | 0.31% | 51 |
|