Orgel Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Orgel Wealth Management’s Portfolio IWS Stock Details IWS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$244K	Buy
2017 Q1	–	Sell
2016 Q4	$5.94M	Buy