LWL
Leo Wealth LLC’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 | $1.61M | Sell |
17,453
-59
| -0.3% | -$5.43K | 0.12% | 132 |
|
|
2025
Q1 | $1.49M | Buy |
17,512
+53
| +0.3% | +$4.51K | 0.21% | 95 |
|
|
2024
Q4 | $1.54M | Buy |
17,459
+63
| +0.4% | +$5.57K | 0.14% | 122 |
|
|
2024
Q3 | $1.53M | Buy |
17,396
+74
| +0.4% | +$6.52K | 0.14% | 117 |
|
|
2024
Q2 | $1.4M | Buy |
17,322
+41
| +0.2% | +$3.32K | 0.14% | 112 |
|
|
2024
Q1 | $1.45M | Sell |
17,281
-155
| -0.9% | -$13K | 0.15% | 114 |
|
|
2023
Q4 | $1.36M | Buy |
+17,436
| New | +$1.36M | 0.14% | 116 |
|