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Inlight Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Inlight Wealth Management’s Portfolio IWS Stock Details IWS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$7.31M Buy
55,344
+96
+0.2% +$12.7K 3.79% 9
2025
Q1 		$6.96M Sell
55,248
-300
-0.5% -$37.8K 4.31% 8
2024
Q4 		$7.18M Buy
+55,548
New +$7.18M 4.73% 7