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

PRW 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
2023 Q3	$370K	Buy
2023 Q2	–	Sell
2023 Q1	$400K	Buy
2022 Q4	–	Sell
2022 Q3	$361K	Hold
2022 Q2	$382K	Hold
2022 Q1	$450K	Sell
2021 Q4	$583K	Hold
2021 Q3	$539K	Buy