LeJeune Puetz Investment Counsel’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$3.19M Hold
2022
Q4
$3.16M Hold
2022
Q3
$2.88M Hold
2022
Q2
$3.05M Sell
2022
Q1
$3.96M Hold
2021
Q4
$4.05M Hold
2021
Q3
$3.75M Hold
2021
Q2
$3.8M Hold
2021
Q1
$3.62M Hold
2020
Q4
$3.21M Hold
2020
Q3
$2.67M Hold
2020
Q2
$2.53M Hold
2020
Q1
$2.12M Hold
2019
Q4
$3.13M Hold
2019
Q3
$2.97M Hold
2019
Q2
$2.95M Hold
2019
Q1
$2.87M Hold
2018
Q4
$2.52M Sell
2018
Q3
$4.34M Hold
2018
Q2
$4.25M Hold
2018
Q1
$4.16M Hold
2017
Q4
$4.29M Hold
2017
Q3
$4.08M Hold
2017
Q2
$4.04M Buy