LFA
Legacy Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Hold |
4,716
| – | – | 0.07% | 219 |
|
|
2025
Q1 | $401K | Hold |
4,716
| – | – | 0.07% | 233 |
|
|
2024
Q4 | $417K | Hold |
4,716
| – | – | 0.07% | 220 |
|
|
2024
Q3 | $416K | Hold |
4,716
| – | – | 0.07% | 223 |
|
|
2024
Q2 | $382K | Hold |
4,716
| – | – | 0.07% | 218 |
|
|
2024
Q1 | $397K | Sell |
4,716
-103
| -2% | -$8.66K | 0.07% | 201 |
|
|
2023
Q4 | $375K | Sell |
4,819
-225
| -4% | -$17.5K | 0.07% | 194 |
|
|
2023
Q3 | $349K | Sell |
5,044
-157
| -3% | -$10.9K | 0.07% | 185 |
|
|
2023
Q2 | $380K | Hold |
5,201
| – | – | 0.07% | 171 |
|
|
2023
Q1 | $364K | Sell |
5,201
-1,905
| -27% | -$133K | 0.07% | 163 |
|
|
2022
Q4 | $479K | Sell |
7,106
-2,333
| -25% | -$157K | 0.1% | 117 |
|
|
2022
Q3 | $587K | Sell |
9,439
-813
| -8% | -$50.6K | 0.14% | 81 |
|
|
2022
Q2 | $663K | Buy |
10,252
+753
| +8% | +$48.7K | 0.16% | 65 |
|
|
2022
Q1 | $741K | Hold |
9,499
| – | – | 0.17% | 66 |
|
|
2021
Q4 | $789K | Sell |
9,499
-20
| -0.2% | -$1.66K | 0.18% | 57 |
|
|
2021
Q3 | $745K | Buy |
9,519
+2,001
| +27% | +$157K | 0.18% | 53 |
|
|
2021
Q2 | $596K | Hold |
7,518
| – | – | 0.15% | 60 |
|
|
2021
Q1 | $556K | Hold |
7,518
| – | – | 0.15% | 62 |
|
|
2020
Q4 | $515K | Sell |
7,518
-1,797
| -19% | -$123K | 0.15% | 60 |
|
|
2020
Q3 | $534K | Buy |
+9,315
| New | +$534K | 0.16% | 54 |
|
|
2020
Q1 | – | Sell |
-9,136
| Closed | -$545K | – | 92 |
|
|
2019
Q4 | $545K | Hold |
9,136
| – | – | 0.17% | 56 |
|
|
2019
Q3 | $511K | Hold |
9,136
| – | – | 0.17% | 58 |
|
|
2019
Q2 | $510K | Hold |
9,136
| – | – | 0.18% | 59 |
|
|
2019
Q1 | $493K | Hold |
9,136
| – | – | 0.17% | 58 |
|
|
2018
Q4 | $425K | Buy |
9,136
+6,852
| +300% | +$319K | 0.16% | 59 |
|
|
2018
Q3 | $503K | Hold |
2,284
| – | – | 0.18% | 51 |
|
|
2018
Q2 | $495K | Hold |
2,284
| – | – | 0.19% | 49 |
|
|
2018
Q1 | $471K | Hold |
2,284
| – | – | 0.19% | 54 |
|
|
2017
Q4 | $475K | Buy |
+2,284
| New | +$475K | 0.2% | 49 |
|