Larson Financial Group’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
Q3 | $738K | Sell |
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|
2025
Q2 | $801K | Buy |
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|
2025
Q1 | $599K | Sell |
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|
2024
Q4 | $694K | Buy |
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|
2024
Q3 | $590K | Buy |
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|
2024
Q2 | $541K | Sell |
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|
2024
Q1 | $566K | Buy |
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|
2023
Q4 | $484K | Buy |
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|
2023
Q3 | $417K | Hold |
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|
2023
Q2 | $439K | Hold |
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|
2023
Q1 | $421K | Hold |
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|
2022
Q4 | $406K | Hold |
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|
2022
Q3 | $374K | Hold |
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|
2022
Q2 | $389K | Buy |
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|
2022
Q1 | $35K | Hold |
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|
2021
Q4 | $37K | Hold |
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|
2021
Q3 | $35K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $24K | Buy |
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|
2020
Q4 | $22K | Buy |
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|
2020
Q3 | $18K | Buy |
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|
2020
Q2 | $17K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $13K | Buy |
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