LL
LPWM LLC’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 | $3.85M | Sell |
41,863
-218
| -0.5% | -$20K | 1.12% | 19 |
|
|
2025
Q1 | $3.58M | Sell |
42,081
-864
| -2% | -$73.5K | 1.15% | 20 |
|
|
2024
Q4 | $3.8M | Buy |
42,945
+1,023
| +2% | +$90.4K | 1.22% | 20 |
|
|
2024
Q3 | $3.66M | Buy |
41,922
+867
| +2% | +$75.6K | 1.2% | 18 |
|
|
2024
Q2 | $3.32M | Buy |
41,055
+1,428
| +4% | +$115K | 1.15% | 18 |
|
|
2024
Q1 | $3.25M | Buy |
39,627
+2,574
| +7% | +$211K | 1.19% | 18 |
|
|
2023
Q4 | $2.82M | Buy |
37,053
+8,817
| +31% | +$671K | 1.11% | 19 |
|
|
2023
Q3 | $1.93M | Buy |
28,236
+10,271
| +57% | +$703K | 0.87% | 24 |
|
|
2023
Q2 | $1.32M | Sell |
17,965
-548
| -3% | -$40.2K | 0.58% | 25 |
|
|
2023
Q1 | $1.29M | Sell |
18,513
-248
| -1% | -$17.3K | 0.62% | 25 |
|
|
2022
Q4 | $1.31M | Sell |
18,761
-3,359
| -15% | -$234K | 0.7% | 24 |
|
|
2022
Q3 | $1.38M | Sell |
22,120
-398
| -2% | -$24.7K | 0.82% | 23 |
|
|
2022
Q2 | $1.5M | Sell |
22,518
-1,533
| -6% | -$102K | 0.84% | 20 |
|
|
2022
Q1 | $1.85M | Sell |
24,051
-792
| -3% | -$61.1K | 0.92% | 19 |
|
|
2021
Q4 | $2.06M | Buy |
24,843
+783
| +3% | +$65K | 1.09% | 14 |
|
|
2021
Q3 | $1.91M | Buy |
24,060
+525
| +2% | +$41.6K | 1.13% | 13 |
|
|
2021
Q2 | $1.88M | Buy |
23,535
+1,662
| +8% | +$133K | 1.13% | 13 |
|
|
2021
Q1 | $1.64M | Buy |
21,873
+1,113
| +5% | +$83.5K | 1.1% | 14 |
|
|
2020
Q4 | $1.42M | Buy |
20,760
+4,810
| +30% | +$330K | 1.06% | 15 |
|
|
2020
Q3 | $924K | Buy |
15,950
+1,130
| +8% | +$65.5K | 0.75% | 23 |
|
|
2020
Q2 | $794K | Sell |
14,820
-1,648
| -10% | -$88.3K | 0.72% | 25 |
|
|
2020
Q1 | $711K | Sell |
16,468
-2,892
| -15% | -$125K | 0.77% | 18 |
|
|
2019
Q4 | $1.15M | Buy |
+19,360
| New | +$1.15M | 1.07% | 15 |
|