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

LWM Advisors’s Portfolio IWS Stock Details IWS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.25M Sell
32,126
-11
-0% -$1.45K 4.08% 9
2025
Q1 		$4.05M Buy
32,137
+180
+0.6% +$22.7K 4.16% 9
2024
Q4 		$4.13M Buy
+31,957
New +$4.13M 4.15% 8