WFWM
IWS icon

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-112,599
Closed -$9.35M 32
2017
Q1
$9.35M Buy
112,599
+1,884
+2% +$156K 6.42% 7
2016
Q4
$8.91M Buy
+110,715
New +$8.91M 5.83% 8