Luminvest Wealth Management’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 | $1.38M | Hold |
15,056
| – | – | 0.5% | 17 |
|
|
2025
Q1 | $1.28M | Hold |
15,056
| – | – | 0.53% | 14 |
|
|
2024
Q4 | $1.33M | Sell |
15,056
-1
| -0% | -$88 | 0.54% | 14 |
|
|
2024
Q3 | $1.33M | Hold |
15,057
| – | – | 0.55% | 15 |
|
|
2024
Q2 | $1.27M | Hold |
15,057
| – | – | 0.59% | 14 |
|
|
2024
Q1 | $1.31M | Hold |
15,057
| – | – | 0.83% | 12 |
|
|
2023
Q4 | $1.33M | Buy |
+15,057
| New | +$1.33M | 0.87% | 12 |
|