LIM
Lathrop Investment Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Hold |
1,781
| – | – | 0.04% | 79 |
|
|
2025
Q1 | $224K | Hold |
1,781
| – | – | 0.04% | 80 |
|
|
2024
Q4 | $230K | Hold |
1,781
| – | – | 0.04% | 81 |
|
|
2024
Q3 | $236K | Hold |
1,781
| – | – | 0.04% | 80 |
|
|
2024
Q2 | $215K | Hold |
1,781
| – | – | 0.04% | 79 |
|
|
2024
Q1 | $223K | Hold |
1,781
| – | – | 0.04% | 81 |
|
|
2023
Q4 | $207K | Sell |
1,781
-200
| -10% | -$23.2K | 0.04% | 79 |
|
|
2023
Q3 | $207K | Hold |
1,981
| – | – | 0.04% | 77 |
|
|
2023
Q2 | $218K | Sell |
1,981
-1,000
| -34% | -$110K | 0.04% | 80 |
|
|
2023
Q1 | $317K | Hold |
2,981
| – | – | 0.07% | 68 |
|
|
2022
Q4 | $314K | Hold |
2,981
| – | – | 0.07% | 65 |
|
|
2022
Q3 | $286K | Hold |
2,981
| – | – | 0.08% | 58 |
|
|
2022
Q2 | $303K | Hold |
2,981
| – | – | 0.08% | 59 |
|
|
2022
Q1 | $357K | Hold |
2,981
| – | – | 0.08% | 56 |
|
|
2021
Q4 | $365K | Buy |
+2,981
| New | +$365K | 0.07% | 56 |
|