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Lakewood Asset Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Lakewood Asset Management’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-522
Closed -$55K – 206
2022
Q4 		$55K Buy
+522
New +$54.7K 0.04% 172

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Bank of America
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CB
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Fidelity Investments
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Lakewood Asset Management's IWS Position: Q1 2023 in Review

Lakewood Asset Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2023, closing a stake of 522 shares — an estimated $55K sold.

Lakewood Asset Management first reported a position in IWS in Q4 2022 and held it in 1 quarter. The position peaked at $55K in Q4 2022. 795 funds tracked by Wall St. Rank hold IWS as of Q1 2023.

  • Lakewood Asset Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 522 iShares Russell Mid-Cap Value ETF shares in Q1 2023, an estimated $55K.
  • Lakewood Asset Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's iShares Russell Mid-Cap Value ETF position peaked at $55K in Q4 2022.
  • 795 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.