LGWM
Litman Gregory Wealth Management’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 | $2.36M | Buy |
25,653
+177
| +0.7% | +$16.3K | 0.19% | 55 |
|
|
2025
Q1 | $2.17M | Hold |
25,476
| – | – | 0.19% | 55 |
|
|
2024
Q4 | $2.25M | Buy |
25,476
+565
| +2% | +$49.9K | 0.2% | 50 |
|
|
2024
Q3 | $2.2M | Hold |
24,911
| – | – | 0.18% | 51 |
|
|
2024
Q2 | $2.02M | Hold |
24,911
| – | – | 0.18% | 52 |
|
|
2024
Q1 | $2.09M | Sell |
24,911
-14
| -0.1% | -$1.18K | 0.19% | 55 |
|
|
2023
Q4 | $1.94M | Hold |
24,925
| – | – | 0.18% | 55 |
|
|
2023
Q3 | $1.73M | Buy |
+24,925
| New | +$1.73M | 0.18% | 58 |
|
|
2022
Q1 | – | Sell |
-2,596
| Closed | -$215K | – | 71 |
|
|
2021
Q4 | $215K | Hold |
2,596
| – | – | 0.04% | 76 |
|
|
2021
Q3 | $203K | Buy |
2,596
+2,390
| +1,160% | +$187K | 0.04% | 73 |
|
|
2021
Q2 | $206 | Sell |
206
-2,390
| -92% | -$2.39K | 0.04% | 74 |
|
|
2021
Q1 | $192K | Hold |
2,596
| – | – | 0.04% | 60 |
|
|
2020
Q4 | $178K | Hold |
2,596
| – | – | 0.03% | 62 |
|
|
2020
Q3 | $149K | Sell |
2,596
-13,000
| -83% | -$746K | 0.03% | 61 |
|
|
2020
Q2 | $836K | Hold |
15,596
| – | – | 0.18% | 40 |
|
|
2020
Q1 | $673K | Sell |
15,596
-317
| -2% | -$13.7K | 0.17% | 37 |
|
|
2019
Q4 | $949K | Sell |
15,913
-1,215
| -7% | -$72.5K | 0.21% | 33 |
|
|
2019
Q3 | $958K | Hold |
17,128
| – | – | 0.23% | 31 |
|
|
2019
Q2 | $957K | Hold |
17,128
| – | – | 0.25% | 32 |
|
|
2019
Q1 | $924K | Buy |
17,128
+248
| +1% | +$13.4K | 0.25% | 32 |
|
|
2018
Q4 | $785K | Buy |
16,880
+13,630
| +419% | +$634K | 0.24% | 33 |
|
|
2018
Q3 | $717K | Hold |
3,250
| – | – | 0.24% | 31 |
|
|
2018
Q2 | $689K | Buy |
+3,250
| New | +$689K | 0.27% | 26 |
|