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Liberty Square Wealth Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Liberty Square Wealth Partners’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$352K Sell
2,662
-779
-23% -$103K 0.12% 102
2025
Q1 		$433K Hold
3,441
– – 0.17% 84
2024
Q4 		$457K Buy
+3,441
New +$457K 0.17% 83