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BMS Financial Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

BMS Financial Advisors’s Portfolio IWS Stock Details IWS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,375
Closed -$324K – 110
2022
Q3 		$324K Buy
+3,375
New +$324K 0.23% 84