LGT Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163K | Buy |
1,767
+5
| +0.3% | +$460 | 0.41% | 46 |
|
|
2025
Q1 | $150K | Buy |
1,762
+5
| +0.3% | +$425 | 0.46% | 46 |
|
|
2024
Q4 | $155K | Buy |
1,757
+7
| +0.4% | +$619 | 0.34% | 57 |
|
|
2024
Q3 | $154K | Buy |
1,750
+7
| +0.4% | +$617 | 0.38% | 52 |
|
|
2024
Q2 | $141K | Buy |
1,743
+4
| +0.2% | +$324 | 0.3% | 60 |
|
|
2024
Q1 | $146K | Buy |
1,739
+5
| +0.3% | +$420 | 0.17% | 142 |
|
|
2023
Q4 | $135K | Buy |
1,734
+16
| +0.9% | +$1.24K | 0.16% | 140 |
|
|
2023
Q3 | $119K | Hold |
1,718
| – | – | 0.15% | 142 |
|
|
2023
Q2 | $125K | Buy |
+1,718
| New | +$125K | 0.13% | 129 |
|
|
2023
Q1 | – | Sell |
-1,707
| Closed | -$115K | – | 148 |
|
|
2022
Q4 | $115K | Buy |
+1,707
| New | +$115K | 0.14% | 116 |
|