55I LLC’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
2022
Q3
$1.2M Buy
2022
Q2
$814K Sell
2022
Q1
$1.42M Buy
2021
Q4
$1.35M Buy
2021
Q3
$1.12M Sell
2021
Q2
$1.19M Buy
2021
Q1
$425K Buy