Live Oak Investment Partners’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
Q1 | – | Hold |
0
| – | -$17.1K | – | 194 |
|
|
2024
Q4 | – | Hold |
0
| – | -$16.3K | – | 187 |
|
|
2024
Q3 | – | Hold |
0
| – | -$8.76K | – | 185 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 205 |
|
|
2023
Q4 | – | Hold |
0
| – | -$6.51K | – | 205 |
|
|
2023
Q3 | – | Hold |
0
| – | -$2.41K | – | 210 |
|
|
2023
Q2 | – | Hold |
0
| – | -$2.31K | – | 248 |
|
|
2023
Q1 | – | Hold |
0
| – | -$2.23K | – | 235 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 239 |
|