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Briaud Financial Planning’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Briaud Financial Planning’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$13K Hold
100
– – 0.01% 219
2025
Q1 		$12K Buy
+100
New +$12K ﹤0.01% 141