Legacy Financial Strategies’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Legacy Financial Strategies’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$274K	Hold
2025 Q1	$261K	Hold
2024 Q4	$267K	Hold
2024 Q3	$274K	Hold
2024 Q2	$249K	Hold
2024 Q1	$259K	Hold
2023 Q4	$241K	Hold
2023 Q3	$212K	Hold
2023 Q2	$227K	Buy