LWS Wealth Advisors Inc. grew its holdings in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 3.8% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 9,022 shares of the company’s stock after buying an additional 333 shares during the quarter. […]
LWS Wealth Advisors Inc. trimmed its position in iShares MBS ETF (NASDAQ:MBB – Free Report) by 0.7% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 106,755 shares of the company’s stock after selling 709 shares during the period. iShares MBS ETF comprises 4.2% of LWS […]
LWS Wealth Advisors Inc. cut its position in Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS – Free Report) by 0.2% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 53,176 shares of the company’s stock after selling 132 shares during the period. Vanguard FTSE All-World ex-US Small-Cap ETF […]
LWS Wealth Advisors Inc. boosted its holdings in shares of iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK – Free Report) by 2.3% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 8,990 shares of the company’s stock after buying an additional 203 shares during the […]
LWS Wealth Advisors Inc. trimmed its stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 3.2% in the second quarter, HoldingsChannel reports. The firm owned 286,366 shares of the company’s stock after selling 9,455 shares during the quarter. iShares Core MSCI EAFE ETF accounts for about 8.2% of LWS Wealth […]