Lutz Financial Services’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 | $393K | Sell |
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|
2025
Q2 | $374K | Hold |
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|
2025
Q1 | $346K | Hold |
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|
2024
Q4 | $360K | Hold |
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|
2024
Q3 | $359K | Hold |
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|
2024
Q2 | $330K | Hold |
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|
2024
Q1 | $342K | Hold |
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|
2023
Q4 | $316K | Sell |
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|
2023
Q3 | $285K | Sell |
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|
2023
Q2 | $317K | Buy |
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|
2023
Q1 | $302K | Hold |
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|
2022
Q4 | $291K | Buy |
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|
2022
Q3 | $266K | Hold |
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|
2022
Q2 | $277K | Buy |
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|
2022
Q1 | $333K | Buy |
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|
2021
Q4 | $353K | Buy |
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|
2021
Q3 | $331K | Hold |
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|
2021
Q2 | $335K | Buy |
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|
2021
Q1 | $312K | Sell |
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|
2020
Q4 | $304K | Sell |
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|
2020
Q3 | $267K | Buy |
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|
2020
Q2 | $248K | Sell |
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|
2020
Q1 | $204K | Sell |
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|
2019
Q4 | $288K | Buy |
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|
2019
Q3 | $269K | Hold |
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|
2019
Q2 | $268K | Buy |
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|
2019
Q1 | $258K | Buy |
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|
2018
Q4 | $222K | Sell |
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|
2018
Q3 | $267K | Buy |
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|
2018
Q2 | $256K | Hold |
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|
2018
Q1 | $249K | Buy |
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|
2017
Q4 | $251K | Buy |
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