LWAM

Legacy Wealth Asset 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
2025 Q1	–	Sell	-4,834	Closed	-$625K	–	354
2024 Q4	$625K	Buy	+4,834	New	+$625K	0.17%	189
2022 Q1	–	Sell	-1,769	Closed	-$216K	–	334
2021 Q4	$216K	Buy	+1,769	New	+$216K	0.07%	297