Lowery Thomas LLC’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Lowery Thomas LLC’s Portfolio IWS Stock Details IWS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell
2022 Q4	$1.3M	Sell
2022 Q3	$1.49M	Sell
2022 Q2	$1.71M	Sell
2022 Q1	$2.65M	Buy
2021 Q4	$2.69M	Buy