LJI Wealth Management’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 | $15.1M | Buy |
164,069
+3,098
| +2% | +$285K | 2.63% | 8 |
|
|
2025
Q1 | $13.7M | Buy |
160,971
+13,281
| +9% | +$1.13M | 2.73% | 9 |
|
|
2024
Q4 | $13.1M | Sell |
147,690
-6,802
| -4% | -$601K | 2.57% | 10 |
|
|
2024
Q3 | $13.6M | Buy |
154,492
+8,973
| +6% | +$791K | 2.78% | 9 |
|
|
2024
Q2 | $11.8M | Buy |
145,519
+3,972
| +3% | +$322K | 2.61% | 10 |
|
|
2024
Q1 | $11.9M | Buy |
141,547
+6,910
| +5% | +$581K | 3.08% | 8 |
|
|
2023
Q4 | $10.5M | Sell |
134,637
-276
| -0.2% | -$21.5K | 2.71% | 10 |
|
|
2023
Q3 | $9.34M | Buy |
134,913
+5,388
| +4% | +$373K | 2.69% | 10 |
|
|
2023
Q2 | $9.46M | Buy |
129,525
+3,838
| +3% | +$280K | 2.75% | 9 |
|
|
2023
Q1 | $8.79M | Buy |
125,687
+5,977
| +5% | +$418K | 2.78% | 9 |
|
|
2022
Q4 | $8.07M | Buy |
+119,710
| New | +$8.07M | 2.83% | 8 |
|