LWA
LWS Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $298K | Sell |
3,835
-83
| -2% | -$6.45K | 0.11% | 54 |
|
|
2023
Q3 | $271K | Buy |
3,918
+22
| +0.6% | +$1.52K | 0.12% | 50 |
|
|
2023
Q2 | $284K | Buy |
3,896
+7
| +0.2% | +$510 | 0.12% | 48 |
|
|
2023
Q1 | $272K | Sell |
3,889
-633
| -14% | -$44.3K | 0.11% | 49 |
|
|
2022
Q4 | $305K | Sell |
4,522
-3,953
| -47% | -$267K | 0.13% | 49 |
|
|
2022
Q3 | $527K | Sell |
8,475
-2,013
| -19% | -$125K | 0.2% | 43 |
|
|
2022
Q2 | $678K | Buy |
+10,488
| New | +$678K | 0.32% | 41 |
|
|
2020
Q1 | – | Sell |
-2,937
| Closed | -$175K | – | 65 |
|
|
2019
Q4 | $175K | Buy |
+2,937
| New | +$175K | 0.09% | 57 |
|