LGWM

Litman Gregory Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-416	Closed	-$45K	–	129
2021 Q1	$45K	Hold	416	–	–	0.01%	103
2020 Q4	$40K	Hold	416	–	–	0.01%	105
2020 Q3	$34K	Hold	416	–	–	0.01%	106
2020 Q2	$32K	Hold	416	–	–	0.01%	104
2020 Q1	$27K	Hold	416	–	–	0.01%	99
2019 Q4	$39K	Hold	416	–	–	0.01%	103
2019 Q3	$37K	Hold	416	–	–	0.01%	84
2019 Q2	$37K	Hold	416	–	–	0.01%	103
2019 Q1	$36K	Hold	416	–	–	0.01%	76
2018 Q4	$32K	Hold	416	–	–	0.01%	82
2018 Q3	$38K	Buy	+416	New	+$38K	0.01%	62