LI
LMCG Investments’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
7,773
-7
| -0.1% | -$971 | 0.07% | 159 |
|
|
2025
Q1 | $914K | Sell |
7,780
-1,279
| -14% | -$150K | 0.06% | 174 |
|
|
2024
Q4 | $1.15M | Sell |
9,059
-35
| -0.4% | -$4.44K | 0.07% | 159 |
|
|
2024
Q3 | $1.07M | Hold |
9,094
| – | – | 0.06% | 150 |
|
|
2024
Q2 | $1M | Hold |
9,094
| – | – | 0.06% | 185 |
|
|
2024
Q1 | $1.04M | Hold |
9,094
| – | – | 0.06% | 193 |
|
|
2023
Q4 | $950K | Hold |
9,094
| – | – | 0.06% | 225 |
|
|
2023
Q3 | $831K | Hold |
9,094
| – | – | 0.06% | 229 |
|
|
2023
Q2 | $879K | Hold |
9,094
| – | – | 0.06% | 222 |
|
|
2023
Q1 | $828K | Hold |
9,094
| – | – | 0.06% | 225 |
|
|
2022
Q4 | $760K | Hold |
9,094
| – | – | 0.05% | 235 |
|
|
2022
Q3 | $713K | Sell |
9,094
-5
| -0.1% | -$392 | 0.05% | 247 |
|
|
2022
Q2 | $721K | Buy |
9,099
+3,020
| +50% | +$239K | 0.05% | 242 |
|
|
2022
Q1 | $611K | Buy |
+6,079
| New | +$611K | 0.04% | 268 |
|
|
2015
Q3 | $460K | Hold |
5,195
| – | – | 0.01% | 471 |
|
|
2015
Q2 | $503K | Sell |
5,195
-30
| -0.6% | -$2.91K | 0.01% | 433 |
|
|
2015
Q1 | $512K | Sell |
5,225
-20
| -0.4% | -$1.96K | 0.01% | 434 |
|
|
2014
Q4 | $489K | Buy |
5,245
+180
| +4% | +$16.8K | 0.01% | 417 |
|
|
2014
Q3 | $447K | Sell |
5,065
-55
| -1% | -$4.85K | 0.01% | 415 |
|
|
2014
Q2 | $459K | Buy |
5,120
+1,994
| +64% | +$179K | 0.01% | 412 |
|
|
2014
Q1 | $268K | Hold |
3,126
| – | – | 0.01% | 445 |
|
|
2013
Q4 | $264K | Buy |
3,126
+40
| +1% | +$3.38K | 0.01% | 450 |
|
|
2013
Q3 | $241K | Sell |
3,086
-5
| -0.2% | -$390 | 0.01% | 439 |
|
|
2013
Q2 | $222K | Buy |
+3,091
| New | +$222K | 0.01% | 446 |
|