LGT Financial 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 | $171K | Buy |
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|
2025
Q2 | $163K | Buy |
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|
2025
Q1 | $150K | Buy |
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|
2024
Q4 | $155K | Buy |
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|
2024
Q3 | $154K | Buy |
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|
2024
Q2 | $141K | Buy |
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|
2024
Q1 | $146K | Buy |
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|
2023
Q4 | $135K | Buy |
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|
2023
Q3 | $119K | Hold |
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|
2023
Q2 | $125K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $115K | Buy |
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