LBMC Investment Advisors’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 | $336K | Buy |
3,658
+50
| +1% | +$4.6K | 0.02% | 161 |
|
|
2025
Q1 | $307K | Hold |
3,608
| – | – | 0.02% | 159 |
|
|
2024
Q4 | $319K | Hold |
3,608
| – | – | 0.03% | 156 |
|
|
2024
Q3 | $318K | Buy |
3,608
+261
| +8% | +$23K | 0.03% | 146 |
|
|
2024
Q2 | $271K | Hold |
3,347
| – | – | 0.02% | 150 |
|
|
2024
Q1 | $281K | Buy |
3,347
+1
| +0% | +$84 | 0.02% | 146 |
|
|
2023
Q4 | $260K | Buy |
3,346
+1
| +0% | +$78 | 0.02% | 135 |
|
|
2023
Q3 | $225K | Buy |
3,345
+10
| +0.3% | +$674 | 0.02% | 138 |
|
|
2023
Q2 | $244K | Buy |
3,335
+1
| +0% | +$73 | 0.02% | 142 |
|
|
2023
Q1 | $233K | Hold |
3,334
| – | – | 0.02% | 146 |
|
|
2022
Q4 | $225K | Buy |
3,334
+3
| +0.1% | +$202 | 0.02% | 143 |
|
|
2022
Q3 | $207K | Hold |
3,331
| – | – | 0.02% | 145 |
|
|
2022
Q2 | $215K | Hold |
3,331
| – | – | 0.02% | 146 |
|
|
2022
Q1 | $260K | Buy |
3,331
+1
| +0% | +$78 | 0.02% | 132 |
|
|
2021
Q4 | $276K | Buy |
3,330
+417
| +14% | +$34.6K | 0.02% | 138 |
|
|
2021
Q3 | $260 | Sell |
2,913
-416
| -12% | -$37 | 0.02% | 137 |
|
|
2021
Q2 | $264K | Buy |
3,329
+1
| +0% | +$79 | 0.03% | 138 |
|
|
2021
Q1 | $246K | Hold |
3,328
| – | – | 0.03% | 117 |
|
|
2020
Q4 | $228K | Buy |
+3,328
| New | +$228K | 0.03% | 118 |
|