Lowe Wealth Advisors’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 | $92.5K | Hold |
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|
2025
Q2 | $88.1K | Sell |
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|
2025
Q1 | $124K | Sell |
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|
2024
Q4 | $144K | Buy |
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|
2024
Q3 | $52.9K | Hold |
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|
2024
Q2 | $48.6K | Hold |
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|
2024
Q1 | $50.5K | Sell |
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|
2023
Q4 | $70K | Hold |
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|
2023
Q3 | $62.3K | Hold |
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|
2023
Q2 | $65.7K | Hold |
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|
2023
Q1 | $62.9K | Hold |
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|
2022
Q4 | $60.7K | Buy |
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