Lowe Wealth Advisors’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
$838 Buy
2019
Q2
Sell
2019
Q1
$1K Sell
2018
Q4
$4K Buy
2015
Q4
Sell
2015
Q3
$33K Buy