LWA
Lowe Wealth Advisors’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 | $88.1K | Sell |
958
-500
| -34% | -$46K | 0.03% | 103 |
|
|
2025
Q1 | $124K | Sell |
1,458
-176
| -11% | -$15K | 0.05% | 74 |
|
|
2024
Q4 | $144K | Buy |
1,634
+1,034
| +172% | +$91.4K | 0.06% | 65 |
|
|
2024
Q3 | $52.9K | Hold |
600
| – | – | 0.02% | 122 |
|
|
2024
Q2 | $48.6K | Hold |
600
| – | – | 0.02% | 123 |
|
|
2024
Q1 | $50.5K | Sell |
600
-300
| -33% | -$25.2K | 0.02% | 112 |
|
|
2023
Q4 | $70K | Hold |
900
| – | – | 0.03% | 92 |
|
|
2023
Q3 | $62.3K | Hold |
900
| – | – | 0.03% | 92 |
|
|
2023
Q2 | $65.7K | Hold |
900
| – | – | 0.03% | 98 |
|
|
2023
Q1 | $62.9K | Hold |
900
| – | – | 0.03% | 88 |
|
|
2022
Q4 | $60.7K | Buy |
+900
| New | +$60.7K | 0.03% | 93 |
|