Lathrop Investment Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$235K Hold
2025
Q1
$224K Hold
2024
Q4
$230K Hold
2024
Q3
$236K Hold
2024
Q2
$215K Hold
2024
Q1
$223K Hold
2023
Q4
$207K Sell
2023
Q3
$207K Hold
2023
Q2
$218K Sell
2023
Q1
$317K Hold
2022
Q4
$314K Hold
2022
Q3
$286K Hold
2022
Q2
$303K Hold
2022
Q1
$357K Hold
2021
Q4
$365K Buy