LWM
LBA Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $110K | Hold |
585
| – | – | 0.06% | 140 |
|
|
2016
Q4 | $105K | Hold |
585
| – | – | 0.06% | 142 |
|
|
2016
Q3 | $102K | Hold |
585
| – | – | 0.06% | 152 |
|
|
2016
Q2 | $98K | Sell |
585
-40
| -6% | -$6.7K | 0.06% | 155 |
|
|
2016
Q1 | $102K | Hold |
625
| – | – | 0.06% | 147 |
|
|
2015
Q4 | $100K | Hold |
625
| – | – | 0.06% | 161 |
|
|
2015
Q3 | $97K | Buy |
625
+80
| +15% | +$12.4K | 0.06% | 150 |
|
|
2015
Q2 | $93K | Hold |
545
| – | – | 0.06% | 137 |
|
|
2015
Q1 | $94K | Hold |
545
| – | – | 0.06% | 138 |
|
|
2014
Q4 | $91K | Hold |
545
| – | – | 0.06% | 143 |
|
|
2014
Q3 | $86K | Sell |
545
-85
| -13% | -$13.4K | 0.06% | 146 |
|
|
2014
Q2 | $102K | Hold |
630
| – | – | 0.08% | 137 |
|
|
2014
Q1 | $97K | Sell |
630
-630
| -50% | -$97K | 0.08% | 133 |
|
|
2013
Q4 | $189K | Buy |
+1,260
| New | +$189K | 0.16% | 80 |
|