Lowery Thomas LLC’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,334
| Closed | -$1.3M | – | 44 |
|
|
2022
Q4 | $1.3M | Sell |
12,334
-3,136
| -20% | -$330K | 1.56% | 16 |
|
|
2022
Q3 | $1.49M | Sell |
15,470
-1,386
| -8% | -$133K | 1.74% | 21 |
|
|
2022
Q2 | $1.71M | Sell |
16,856
-5,313
| -24% | -$540K | 1.64% | 20 |
|
|
2022
Q1 | $2.65M | Buy |
22,169
+208
| +0.9% | +$24.9K | 2.06% | 20 |
|
|
2021
Q4 | $2.69M | Buy |
+21,961
| New | +$2.69M | 1.85% | 22 |
|