Litman Gregory Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $55.3K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $45K | Hold |
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|
2020
Q4 | $40K | Hold |
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|
2020
Q3 | $34K | Hold |
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|
2020
Q2 | $32K | Hold |
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|
2020
Q1 | $27K | Hold |
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|
2019
Q4 | $39K | Hold |
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|
2019
Q3 | $37K | Hold |
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|
2019
Q2 | $37K | Hold |
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|
2019
Q1 | $36K | Hold |
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|
2018
Q4 | $32K | Hold |
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|
2018
Q3 | $38K | Buy |
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