OWM
IWS icon

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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-73,893
Closed -$5.94M – 30
2016
Q4 		$5.94M Buy
+73,893
New +$5.94M 3.83% 4