LMCG Investments’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 | $495K | Hold |
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|
2025
Q2 | $472K | Hold |
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|
2025
Q1 | $436K | Sell |
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|
2024
Q4 | $494K | Sell |
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|
2024
Q3 | $523K | Buy |
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|
2024
Q2 | $476K | Hold |
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|
2024
Q1 | $494K | Hold |
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|
2023
Q4 | $456K | Hold |
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|
2023
Q3 | $407K | Sell |
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|
2023
Q2 | $445K | Sell |
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|
2023
Q1 | $461K | Sell |
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|
2022
Q4 | $452K | Hold |
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|
2022
Q3 | $417K | Hold |
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|
2022
Q2 | $434K | Hold |
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|
2022
Q1 | $523K | Buy |
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|
2015
Q3 | $556K | Hold |
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|
2015
Q2 | $609K | Buy |
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|
2015
Q1 | $618K | Hold |
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|
2014
Q4 | $596K | Hold |
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|
2014
Q3 | $565K | Hold |
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|
2014
Q2 | $580K | Buy |
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|
2014
Q1 | $181K | Buy |
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|
2013
Q4 | $174K | Buy |
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