Larson Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $801K | Buy |
8,706
+1,661
| +24% | +$153K | 0.03% | 332 |
|
|
2025
Q1 | $599K | Sell |
7,045
-802
| -10% | -$68.2K | 0.03% | 349 |
|
|
2024
Q4 | $694K | Buy |
7,847
+1,149
| +17% | +$102K | 0.04% | 293 |
|
|
2024
Q3 | $590K | Buy |
6,698
+26
| +0.4% | +$2.29K | 0.03% | 301 |
|
|
2024
Q2 | $541K | Sell |
6,672
-63
| -0.9% | -$5.11K | 0.04% | 259 |
|
|
2024
Q1 | $566K | Buy |
6,735
+510
| +8% | +$42.9K | 0.04% | 221 |
|
|
2023
Q4 | $484K | Buy |
6,225
+208
| +3% | +$16.2K | 0.04% | 226 |
|
|
2023
Q3 | $417K | Hold |
6,017
| – | – | 0.04% | 216 |
|
|
2023
Q2 | $439K | Hold |
6,017
| – | – | 0.04% | 211 |
|
|
2023
Q1 | $421K | Hold |
6,017
| – | – | 0.05% | 223 |
|
|
2022
Q4 | $406K | Hold |
6,017
| – | – | 0.05% | 217 |
|
|
2022
Q3 | $374K | Hold |
6,017
| – | – | 0.05% | 193 |
|
|
2022
Q2 | $389K | Buy |
6,017
+5,573
| +1,255% | +$360K | 0.07% | 118 |
|
|
2022
Q1 | $35K | Hold |
444
| – | – | 0.01% | 433 |
|
|
2021
Q4 | $37K | Hold |
444
| – | – | 0.01% | 435 |
|
|
2021
Q3 | $35K | Buy |
+444
| New | +$35K | 0.01% | 359 |
|
|
2021
Q2 | – | Sell |
-320
| Closed | -$24K | – | 875 |
|
|
2021
Q1 | $24K | Buy |
320
+1
| +0.3% | +$75 | 0.01% | 375 |
|
|
2020
Q4 | $22K | Buy |
319
+1
| +0.3% | +$69 | 0.01% | 353 |
|
|
2020
Q3 | $18K | Buy |
318
+1
| +0.3% | +$57 | 0.01% | 342 |
|
|
2020
Q2 | $17K | Buy |
+317
| New | +$17K | 0.01% | 303 |
|
|
2019
Q4 | – | Sell |
-228
| Closed | -$13K | – | 618 |
|
|
2019
Q3 | $13K | Buy |
+228
| New | +$13K | 0.01% | 273 |
|