Lutz Financial Services’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 | $374K | Hold |
4,068
| – | – | 0.03% | 78 |
|
|
2025
Q1 | $346K | Hold |
4,068
| – | – | 0.03% | 77 |
|
|
2024
Q4 | $360K | Hold |
4,068
| – | – | 0.03% | 77 |
|
|
2024
Q3 | $359K | Hold |
4,068
| – | – | 0.03% | 74 |
|
|
2024
Q2 | $330K | Hold |
4,068
| – | – | 0.03% | 76 |
|
|
2024
Q1 | $342K | Hold |
4,068
| – | – | 0.03% | 73 |
|
|
2023
Q4 | $316K | Sell |
4,068
-46
| -1% | -$3.58K | 0.03% | 73 |
|
|
2023
Q3 | $285K | Sell |
4,114
-221
| -5% | -$15.3K | 0.03% | 70 |
|
|
2023
Q2 | $317K | Buy |
4,335
+22
| +0.5% | +$1.61K | 0.03% | 68 |
|
|
2023
Q1 | $302K | Hold |
4,313
| – | – | 0.03% | 69 |
|
|
2022
Q4 | $291K | Buy |
4,313
+35
| +0.8% | +$2.36K | 0.04% | 68 |
|
|
2022
Q3 | $266K | Hold |
4,278
| – | – | 0.04% | 65 |
|
|
2022
Q2 | $277K | Buy |
4,278
+12
| +0.3% | +$777 | 0.04% | 63 |
|
|
2022
Q1 | $333K | Buy |
4,266
+10
| +0.2% | +$781 | 0.04% | 56 |
|
|
2021
Q4 | $353K | Buy |
4,256
+23
| +0.5% | +$1.91K | 0.04% | 58 |
|
|
2021
Q3 | $331K | Hold |
4,233
| – | – | 0.04% | 60 |
|
|
2021
Q2 | $335K | Buy |
4,233
+16
| +0.4% | +$1.27K | 0.04% | 59 |
|
|
2021
Q1 | $312K | Sell |
4,217
-222
| -5% | -$16.4K | 0.05% | 56 |
|
|
2020
Q4 | $304K | Sell |
4,439
-211
| -5% | -$14.5K | 0.05% | 56 |
|
|
2020
Q3 | $267K | Buy |
4,650
+14
| +0.3% | +$804 | 0.05% | 57 |
|
|
2020
Q2 | $248K | Sell |
4,636
-83
| -2% | -$4.44K | 0.05% | 56 |
|
|
2020
Q1 | $204K | Sell |
4,719
-115
| -2% | -$4.97K | 0.05% | 61 |
|
|
2019
Q4 | $288K | Buy |
4,834
+31
| +0.6% | +$1.85K | 0.05% | 66 |
|
|
2019
Q3 | $269K | Hold |
4,803
| – | – | 0.05% | 66 |
|
|
2019
Q2 | $268K | Buy |
4,803
+13
| +0.3% | +$725 | 0.05% | 64 |
|
|
2019
Q1 | $258K | Buy |
4,790
+13
| +0.3% | +$700 | 0.05% | 59 |
|
|
2018
Q4 | $222K | Sell |
4,777
-71
| -1% | -$3.3K | 0.05% | 61 |
|
|
2018
Q3 | $267K | Buy |
4,848
+16
| +0.3% | +$881 | 0.06% | 49 |
|
|
2018
Q2 | $256K | Hold |
4,832
| – | – | 0.07% | 41 |
|
|
2018
Q1 | $249K | Buy |
4,832
+12
| +0.2% | +$618 | 0.07% | 42 |
|
|
2017
Q4 | $251K | Buy |
+4,820
| New | +$251K | 0.07% | 47 |
|