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

Institute for Wealth Management’s Portfolio IWS Stock Details IWS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-21
Closed -$2K – 537
2019
Q4 		$2K Buy
+21
New +$2K ﹤0.01% 659