LWM Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

LWM Advisors’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.63M	Buy
2025 Q2	$4.25M	Sell
2025 Q1	$4.05M	Buy
2024 Q4	$4.13M	Buy