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Lebenthal Global Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Lebenthal Global Advisors’s Portfolio IWS Stock Details IWS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,609
Closed -$1.35M – 189
2023
Q4 		$1.35M Sell
11,609
-369
-3% -$42.9K 0.31% 39
2023
Q3 		$1.25M Buy
+11,978
New +$1.25M 0.38% 34