LBMC Investment Advisors’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 | $353K | Hold |
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|
2025
Q2 | $336K | Buy |
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|
2025
Q1 | $307K | Hold |
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|
2024
Q4 | $319K | Hold |
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|
2024
Q3 | $318K | Buy |
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|
2024
Q2 | $271K | Hold |
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|
2024
Q1 | $281K | Buy |
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|
2023
Q4 | $260K | Buy |
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|
2023
Q3 | $225K | Buy |
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|
2023
Q2 | $244K | Buy |
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|
2023
Q1 | $233K | Hold |
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|
2022
Q4 | $225K | Buy |
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|
2022
Q3 | $207K | Hold |
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|
2022
Q2 | $215K | Hold |
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|
2022
Q1 | $260K | Buy |
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|
2021
Q4 | $276K | Buy |
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|
2021
Q3 | $260 | Sell |
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|
2021
Q2 | $264K | Buy |
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|
2021
Q1 | $246K | Hold |
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|
2020
Q4 | $228K | Buy |
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