LFS
Legacy Financial Strategies’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 | $274K | Hold |
2,070
| – | – | 0.05% | 104 |
|
|
2025
Q1 | $261K | Hold |
2,070
| – | – | 0.06% | 100 |
|
|
2024
Q4 | $267K | Hold |
2,070
| – | – | 0.06% | 97 |
|
|
2024
Q3 | $274K | Hold |
2,070
| – | – | 0.06% | 95 |
|
|
2024
Q2 | $249K | Hold |
2,070
| – | – | 0.06% | 84 |
|
|
2024
Q1 | $259K | Hold |
2,070
| – | – | 0.07% | 76 |
|
|
2023
Q4 | $241K | Hold |
2,070
| – | – | 0.07% | 71 |
|
|
2023
Q3 | $212K | Hold |
2,070
| – | – | 0.07% | 70 |
|
|
2023
Q2 | $227K | Buy |
+2,070
| New | +$227K | 0.08% | 70 |
|