Lake Street Private Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Sell |
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|
2025
Q1 | $459K | Sell |
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|
2024
Q4 | $657K | Sell |
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|
2024
Q3 | $1.16M | Sell |
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|
2024
Q2 | $1.78M | Buy |
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|
2024
Q1 | $1.66M | Sell |
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|
2023
Q4 | $7.38M | Buy |
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|
2023
Q3 | $6.54M | Buy |
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|
2023
Q2 | $6.76M | Buy |
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|
2023
Q1 | $6.21M | Buy |
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|
2022
Q4 | $5.7M | Buy |
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|
2022
Q3 | $5.12M | Buy |
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|
2022
Q2 | $5.26M | Buy |
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|
2022
Q1 | $6.31M | Sell |
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|
2021
Q4 | $6.81M | Buy |
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|
2021
Q3 | $5.58M | Buy |
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|
2021
Q2 | $5.4M | Sell |
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|
2021
Q1 | $5.51M | Buy |
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|
2020
Q4 | $4.37M | Buy |
|