LRI Investments’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
$141K Hold
2025
Q2
$134K Hold
2025
Q1
$124K Hold
2024
Q4
$129K Hold
2024
Q3
$134K Hold
2024
Q2
$118K Hold
2024
Q1
$123K Buy