LWM
LBA Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $175K | Hold |
2,103
| – | – | 0.09% | 110 |
|
|
2016
Q4 | $169K | Hold |
2,103
| – | – | 0.09% | 112 |
|
|
2016
Q3 | $161K | Sell |
2,103
-100
| -5% | -$7.66K | 0.09% | 119 |
|
|
2016
Q2 | $164K | Buy |
2,203
+203
| +10% | +$15.1K | 0.09% | 117 |
|
|
2016
Q1 | $142K | Hold |
2,000
| – | – | 0.08% | 124 |
|
|
2015
Q4 | $137K | Hold |
2,000
| – | – | 0.08% | 141 |
|
|
2015
Q3 | $134K | Hold |
2,000
| – | – | 0.08% | 128 |
|
|
2015
Q2 | $148K | Hold |
2,000
| – | – | 0.09% | 110 |
|
|
2015
Q1 | $151K | Hold |
2,000
| – | – | 0.1% | 109 |
|
|
2014
Q4 | $148K | Hold |
2,000
| – | – | 0.1% | 118 |
|
|
2014
Q3 | $140K | Hold |
2,000
| – | – | 0.1% | 112 |
|
|
2014
Q2 | $145K | Hold |
2,000
| – | – | 0.12% | 107 |
|
|
2014
Q1 | $137K | Hold |
2,000
| – | – | 0.11% | 106 |
|
|
2013
Q4 | $131K | Buy |
+2,000
| New | +$131K | 0.11% | 97 |
|