LJI 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
Q2 | $432K | Sell |
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|
2025
Q1 | $424K | Sell |
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|
2024
Q4 | $487K | Sell |
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|
2024
Q3 | $622K | Sell |
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|
2024
Q2 | $580K | Hold |
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|
2024
Q1 | $602K | Sell |
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|
2023
Q4 | $579K | Hold |
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|
2023
Q3 | $520K | Hold |
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|
2023
Q2 | $547K | Buy |
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|
2023
Q1 | $514K | Hold |
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|
2022
Q4 | $510K | Buy |
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