LMCG Investments’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
Q3
$206K Buy
2024
Q4
Sell
2024
Q3
$201K Buy
2015
Q3
$2.01M Buy
2015
Q2
$1.09M Sell
2015
Q1
$3M Sell
2014
Q4
$4.27M Sell
2014
Q3
$4.26M Sell
2014
Q2
$4.55M Sell
2014
Q1
$5.64M Buy
2013
Q4
$4.1M Buy
2013
Q3
$3.17M Buy
2013
Q2
$1.15M Buy