LFAS
Level Four Advisory Services’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 | $5.27M | Buy |
57,355
+23
| +0% | +$2.12K | 0.19% | 149 |
|
|
2025
Q1 | $4.88M | Sell |
57,332
-632
| -1% | -$53.8K | 0.2% | 151 |
|
|
2024
Q4 | $5.12M | Buy |
57,964
+2,072
| +4% | +$183K | 0.21% | 133 |
|
|
2024
Q3 | $4.9M | Sell |
55,892
-1
| -0% | -$88 | 0.21% | 144 |
|
|
2024
Q2 | $4.53M | Sell |
55,893
-509
| -0.9% | -$41.3K | 0.2% | 140 |
|
|
2024
Q1 | $4.38M | Hold |
56,402
| – | – | 0.24% | 111 |
|
|
2023
Q4 | $4.38M | Sell |
56,402
-4,595
| -8% | -$357K | 0.25% | 111 |
|
|
2023
Q3 | $4.22M | Sell |
60,997
-11,585
| -16% | -$802K | 0.27% | 95 |
|
|
2023
Q2 | $5.3M | Buy |
72,582
+175
| +0.2% | +$12.8K | 0.32% | 70 |
|
|
2023
Q1 | $5.06M | Buy |
72,407
+418
| +0.6% | +$29.2K | 0.33% | 60 |
|
|
2022
Q4 | $4.86M | Buy |
71,989
+3,128
| +5% | +$211K | 0.36% | 64 |
|
|
2022
Q3 | $4.28M | Sell |
68,861
-213
| -0.3% | -$13.2K | 0.42% | 55 |
|
|
2022
Q2 | $4.47M | Hold |
69,074
| – | – | 0.42% | 59 |
|
|
2022
Q1 | $5.39M | Sell |
69,074
-995
| -1% | -$77.7K | 0.42% | 54 |
|
|
2021
Q4 | $5.82M | Sell |
70,069
-83
| -0.1% | -$6.89K | 0.44% | 50 |
|
|
2021
Q3 | $5.49M | Buy |
70,152
+12,113
| +21% | +$947K | 0.57% | 38 |
|
|
2021
Q2 | $4.6M | Sell |
58,039
-136
| -0.2% | -$10.8K | 0.32% | 69 |
|
|
2021
Q1 | $4.3M | Sell |
58,175
-18,459
| -24% | -$1.36M | 0.33% | 69 |
|
|
2020
Q4 | $5.25M | Buy |
76,634
+306
| +0.4% | +$21K | 0.42% | 52 |
|
|
2020
Q3 | $4.38M | Buy |
76,328
+553
| +0.7% | +$31.7K | 0.34% | 67 |
|
|
2020
Q2 | $4.06M | Buy |
75,775
+802
| +1% | +$43K | 0.31% | 75 |
|
|
2020
Q1 | $3.24M | Sell |
74,973
-865
| -1% | -$37.3K | 0.39% | 55 |
|
|
2019
Q4 | $4.53M | Sell |
75,838
-4,085
| -5% | -$244K | 0.18% | 150 |
|
|
2019
Q3 | $4.47M | Buy |
79,923
+4,442
| +6% | +$248K | 0.46% | 44 |
|
|
2019
Q2 | $4.22M | Sell |
75,481
-1,226
| -2% | -$68.5K | 0.43% | 50 |
|
|
2019
Q1 | $4.14M | Buy |
76,707
+1,245
| +2% | +$67.2K | 0.46% | 51 |
|
|
2018
Q4 | $3.51M | Buy |
75,462
+56,785
| +304% | +$2.64M | 0.44% | 56 |
|
|
2018
Q3 | $4.12M | Sell |
18,677
-608
| -3% | -$134K | 0.45% | 52 |
|
|
2018
Q2 | $4.09M | Sell |
19,285
-44
| -0.2% | -$9.33K | 0.3% | 79 |
|
|
2018
Q1 | $3.99M | Buy |
19,329
+171
| +0.9% | +$35.3K | 0.31% | 75 |
|
|
2017
Q4 | $3.99M | Buy |
19,158
+516
| +3% | +$107K | 0.31% | 73 |
|
|
2017
Q3 | $3.68M | Buy |
18,642
+355
| +2% | +$70K | 0.33% | 68 |
|
|
2017
Q2 | $3.39M | Sell |
18,287
-171
| -0.9% | -$31.7K | 0.52% | 43 |
|
|
2017
Q1 | $3.42M | Sell |
18,458
-3
| -0% | -$556 | 0.35% | 65 |
|
|
2016
Q4 | $3.3M | Buy |
+18,461
| New | +$3.3M | 0.42% | 46 |
|