LPWM LLC’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 | $4.49M | Buy |
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|
2025
Q2 | $3.85M | Sell |
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|
2025
Q1 | $3.58M | Sell |
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|
2024
Q4 | $3.8M | Buy |
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|
2024
Q3 | $3.66M | Buy |
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|
2024
Q2 | $3.32M | Buy |
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|
2024
Q1 | $3.25M | Buy |
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|
2023
Q4 | $2.82M | Buy |
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|
2023
Q3 | $1.93M | Buy |
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|
2023
Q2 | $1.32M | Sell |
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|
2023
Q1 | $1.29M | Sell |
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|
2022
Q4 | $1.31M | Sell |
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|
2022
Q3 | $1.38M | Sell |
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|
2022
Q2 | $1.5M | Sell |
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|
2022
Q1 | $1.85M | Sell |
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|
2021
Q4 | $2.06M | Buy |
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|
2021
Q3 | $1.91M | Buy |
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|
2021
Q2 | $1.88M | Buy |
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|
2021
Q1 | $1.64M | Buy |
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|
2020
Q4 | $1.42M | Buy |
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|
2020
Q3 | $924K | Buy |
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|
2020
Q2 | $794K | Sell |
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|
2020
Q1 | $711K | Sell |
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|
2019
Q4 | $1.15M | Buy |
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