LRI Investments’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $134K | Hold |
1,460
| – | – | 0.01% | 367 |
|
|
2025
Q1 | $124K | Hold |
1,460
| – | – | 0.01% | 366 |
|
|
2024
Q4 | $129K | Hold |
1,460
| – | – | 0.01% | 370 |
|
|
2024
Q3 | $134K | Hold |
1,460
| – | – | 0.01% | 356 |
|
|
2024
Q2 | $118K | Hold |
1,460
| – | – | 0.01% | 352 |
|
|
2024
Q1 | $123K | Buy |
+1,460
| New | +$123K | 0.03% | 181 |
|