LRWM
IWS icon

Lord & Richards Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Lord & Richards Wealth Management’s Portfolio IWS Stock Details IWS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,205
Closed -$152K – 105
2025
Q1 		$152K Sell
1,205
-1,488
-55% -$187K 0.17% 73
2024
Q4 		$348K Buy
+2,693
New +$348K 0.74% 51