Lenox Wealth Advisors’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
2022
Q1
$119K Buy
2020
Q3
Sell
2020
Q2
$2K Buy
2018
Q4
Sell
2018
Q3
$41K Buy