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Mogy Joel R Investment Counsel’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Mogy Joel R Investment Counsel’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-65
Closed -$6.9K – 121
2023
Q1 		$6.9K Buy
+65
New +$6.9K ﹤0.01% 119