Live Oak Private Wealth’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 | $1.26M | Hold |
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|
2025
Q2 | $1.2M | Buy |
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|
2025
Q1 | $714K | Sell |
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|
2024
Q4 | $809K | Hold |
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|
2024
Q3 | $806K | Sell |
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|
2024
Q2 | $758K | Hold |
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|
2024
Q1 | $786K | Hold |
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|
2023
Q4 | $727K | Hold |
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|
2023
Q3 | $647K | Sell |
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|
2023
Q2 | $698K | Hold |
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|
2023
Q1 | $668K | Hold |
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|
2022
Q4 | $645K | Hold |
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|
2022
Q3 | $594K | Sell |
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|
2022
Q2 | $621K | Hold |
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|
2022
Q1 | $750K | Sell |
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|
2021
Q4 | $818K | Sell |
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|
2021
Q3 | $790K | Buy |
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|
2021
Q2 | $296K | Hold |
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|
2021
Q1 | $276K | Sell |
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|
2020
Q4 | $364K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $261K | Buy |
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