LPAM
Lodestar Private Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.82M | Buy |
95,864
+2,421
| +3% | +$223K | 1.02% | 32 |
|
|
2025
Q1 | $7.95M | Buy |
93,443
+922
| +1% | +$78.4K | 1% | 32 |
|
|
2024
Q4 | $8.18M | Sell |
92,521
-8
| -0% | -$707 | 1.02% | 31 |
|
|
2024
Q3 | $8.16M | Sell |
92,529
-1,103
| -1% | -$97.2K | 1.04% | 32 |
|
|
2024
Q2 | $7.59M | Sell |
93,632
-710
| -0.8% | -$57.6K | 1.04% | 31 |
|
|
2024
Q1 | $7.93M | Sell |
94,342
-2,343
| -2% | -$197K | 1.13% | 28 |
|
|
2023
Q4 | $7.52M | Sell |
96,685
-14,191
| -13% | -$1.1M | 1.15% | 26 |
|
|
2023
Q3 | $7.68M | Sell |
110,876
-16,506
| -13% | -$1.14M | 1.31% | 20 |
|
|
2023
Q2 | $9.3M | Sell |
127,382
-15,468
| -11% | -$1.13M | 1.56% | 17 |
|
|
2023
Q1 | $9.99M | Sell |
142,850
-6,333
| -4% | -$443K | 1.78% | 15 |
|
|
2022
Q4 | $10.1M | Buy |
+149,183
| New | +$10.1M | 1.93% | 16 |
|