LSPW
Lake Street Private Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Sell |
4,781
-620
| -11% | -$57K | 0.06% | 174 |
|
|
2025
Q1 | $459K | Sell |
5,401
-2,027
| -27% | -$172K | 0.07% | 157 |
|
|
2024
Q4 | $657K | Sell |
7,428
-5,784
| -44% | -$511K | 0.1% | 128 |
|
|
2024
Q3 | $1.16M | Sell |
13,212
-8,767
| -40% | -$773K | 0.19% | 98 |
|
|
2024
Q2 | $1.78M | Buy |
21,979
+2,188
| +11% | +$177K | 0.23% | 100 |
|
|
2024
Q1 | $1.66M | Sell |
19,791
-75,192
| -79% | -$6.32M | 0.23% | 107 |
|
|
2023
Q4 | $7.38M | Buy |
94,983
+755
| +0.8% | +$58.7K | 1.16% | 14 |
|
|
2023
Q3 | $6.54M | Buy |
94,228
+1,731
| +2% | +$120K | 1.18% | 15 |
|
|
2023
Q2 | $6.76M | Buy |
92,497
+3,712
| +4% | +$271K | 1.19% | 13 |
|
|
2023
Q1 | $6.21M | Buy |
88,785
+4,312
| +5% | +$301K | 1.16% | 16 |
|
|
2022
Q4 | $5.7M | Buy |
84,473
+2,122
| +3% | +$143K | 1.18% | 15 |
|
|
2022
Q3 | $5.12M | Buy |
82,351
+925
| +1% | +$57.5K | 1.18% | 17 |
|
|
2022
Q2 | $5.27M | Buy |
81,426
+513
| +0.6% | +$33.2K | 1.11% | 18 |
|
|
2022
Q1 | $6.31M | Sell |
80,913
-1,157
| -1% | -$90.3K | 1.13% | 15 |
|
|
2021
Q4 | $6.81M | Buy |
82,070
+10,746
| +15% | +$892K | 1.2% | 15 |
|
|
2021
Q3 | $5.58M | Buy |
71,324
+3,542
| +5% | +$277K | 1.35% | 13 |
|
|
2021
Q2 | $5.4M | Sell |
67,782
-6,711
| -9% | -$535K | 1.38% | 15 |
|
|
2021
Q1 | $5.51M | Buy |
74,493
+10,713
| +17% | +$792K | 1.52% | 11 |
|
|
2020
Q4 | $4.37M | Buy |
+63,780
| New | +$4.37M | 1.26% | 20 |
|