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

JP Wealth Management’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 		$540K Hold
5,868
– – 0.4% 12
2025
Q1 		$499K Hold
5,868
– – 0.4% 12
2024
Q4 		$519K Buy
+5,868
New +$519K 0.38% 13