Luts & Greenleigh Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
8,859
+397
| +5% | +$52.5K | 1.12% | 21 |
|
|
2025
Q1 | $1.07M | Sell |
8,462
-83
| -1% | -$10.5K | 1.06% | 22 |
|
|
2024
Q4 | $1.11M | Buy |
8,545
+79
| +0.9% | +$10.2K | 1.09% | 20 |
|
|
2024
Q3 | $1.12M | Buy |
8,466
+133
| +2% | +$17.6K | 1.08% | 21 |
|
|
2024
Q2 | $1.01M | Buy |
+8,333
| New | +$1.01M | 1.05% | 20 |
|
|
2023
Q4 | $1.02M | Sell |
8,764
-1,800
| -17% | -$209K | 1.28% | 15 |
|
|
2023
Q3 | $1.1M | Buy |
10,564
+762
| +8% | +$79.5K | 1.37% | 15 |
|
|
2023
Q2 | $1.08M | Buy |
9,802
+715
| +8% | +$78.5K | 1.33% | 16 |
|
|
2023
Q1 | $965K | Sell |
9,087
-844
| -8% | -$89.6K | 1.22% | 16 |
|
|
2022
Q4 | $1.05M | Buy |
+9,931
| New | +$1.05M | 1.33% | 17 |
|