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Legend Financial Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Legend Financial Advisors’s Portfolio IWS Stock Details IWS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9
Closed -$1.16K – 139
2024
Q4 		$1.16K Buy
+9
New +$1.16K ﹤0.01% 217
2024
Q3 		– Sell
-9
Closed -$1.09K – 221
2024
Q2 		$1.09K Buy
+9
New +$1.09K ﹤0.01% 248