LPAM
Lodestar Private Asset Management’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 | $504K | Sell |
3,632
-15
| -0.4% | -$2.08K | 0.06% | 139 |
|
|
2025
Q1 | $428K | Hold |
3,647
| – | – | 0.05% | 150 |
|
|
2024
Q4 | $462K | Sell |
3,647
-148
| -4% | -$18.8K | 0.06% | 144 |
|
|
2024
Q3 | $445K | Sell |
3,795
-5
| -0.1% | -$586 | 0.06% | 146 |
|
|
2024
Q2 | $419K | Sell |
3,800
-60
| -2% | -$6.62K | 0.06% | 143 |
|
|
2024
Q1 | $441K | Buy |
3,860
+7
| +0.2% | +$799 | 0.06% | 139 |
|
|
2023
Q4 | $402K | Sell |
3,853
-30
| -0.8% | -$3.13K | 0.06% | 141 |
|
|
2023
Q3 | $355K | Sell |
3,883
-161
| -4% | -$14.7K | 0.06% | 142 |
|
|
2023
Q2 | $391K | Sell |
4,044
-46
| -1% | -$4.45K | 0.07% | 143 |
|
|
2023
Q1 | $372K | Sell |
4,090
-953
| -19% | -$86.8K | 0.07% | 141 |
|
|
2022
Q4 | $422K | Buy |
+5,043
| New | +$422K | 0.08% | 132 |
|