LWM
LJI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Sell |
3,272
-93
| -3% | -$12.3K | 0.08% | 107 |
|
|
2025
Q1 | $424K | Sell |
3,365
-400
| -11% | -$50.4K | 0.08% | 98 |
|
|
2024
Q4 | $487K | Sell |
3,765
-935
| -20% | -$121K | 0.1% | 89 |
|
|
2024
Q3 | $622K | Sell |
4,700
-107
| -2% | -$14.2K | 0.13% | 85 |
|
|
2024
Q2 | $580K | Hold |
4,807
| – | – | 0.13% | 86 |
|
|
2024
Q1 | $602K | Sell |
4,807
-173
| -3% | -$21.7K | 0.16% | 68 |
|
|
2023
Q4 | $579K | Hold |
4,980
| – | – | 0.15% | 76 |
|
|
2023
Q3 | $520K | Hold |
4,980
| – | – | 0.15% | 72 |
|
|
2023
Q2 | $547K | Buy |
4,980
+140
| +3% | +$15.4K | 0.16% | 69 |
|
|
2023
Q1 | $514K | Hold |
4,840
| – | – | 0.16% | 68 |
|
|
2022
Q4 | $510K | Buy |
+4,840
| New | +$510K | 0.18% | 65 |
|