LA
Legacy Advisors’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 | – | Sell |
-1,680
| Closed | -$212K | – | 210 |
|
|
2025
Q1 | $212K | Hold |
1,680
| – | – | 0.02% | 401 |
|
|
2024
Q4 | $217K | Hold |
1,680
| – | – | 0.02% | 373 |
|
|
2024
Q3 | $222K | Hold |
1,680
| – | – | 0.02% | 346 |
|
|
2024
Q2 | $203K | Hold |
1,680
| – | – | 0.02% | 316 |
|
|
2024
Q1 | $211K | Buy |
+1,680
| New | +$211K | 0.03% | 294 |
|
|
2019
Q3 | – | Sell |
-1,626
| Closed | -$145K | – | 217 |
|
|
2019
Q2 | $145K | Hold |
1,626
| – | – | 0.1% | 129 |
|
|
2019
Q1 | $141K | Buy |
+1,626
| New | +$141K | 0.05% | 132 |
|
|
2018
Q4 | – | Sell |
-1,626
| Closed | -$148K | – | 248 |
|
|
2018
Q3 | $148K | Hold |
1,626
| – | – | 0.07% | 156 |
|
|
2018
Q2 | $144K | Hold |
1,626
| – | – | 0.11% | 112 |
|
|
2018
Q1 | $141K | Buy |
1,626
+646
| +66% | +$56K | 0.1% | 101 |
|
|
2017
Q4 | $87K | Hold |
980
| – | – | 0.08% | 92 |
|
|
2017
Q3 | $83K | Buy |
+980
| New | +$83K | 0.09% | 79 |
|