LWS Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

LWS Wealth Advisors’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$298K	Sell
2023 Q3	$271K	Buy
2023 Q2	$284K	Buy
2023 Q1	$272K	Sell
2022 Q4	$305K	Sell
2022 Q3	$527K	Sell
2022 Q2	$678K	Buy
2020 Q1	–	Sell
2019 Q4	$175K	Buy