LI
LVZ Inc’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Buy |
3,017
+517
| +21% | +$47.5K | 0.03% | 124 |
|
|
2025
Q1 | $213K | Sell |
2,500
-749
| -23% | -$63.7K | 0.03% | 138 |
|
|
2024
Q4 | $287K | Hold |
3,249
| – | – | 0.04% | 120 |
|
|
2024
Q3 | $286K | Hold |
3,249
| – | – | 0.04% | 116 |
|
|
2024
Q2 | $263K | Hold |
3,249
| – | – | 0.04% | 115 |
|
|
2024
Q1 | $273K | Hold |
3,249
| – | – | 0.04% | 113 |
|
|
2023
Q4 | $253K | Hold |
3,249
| – | – | 0.04% | 119 |
|
|
2023
Q3 | $225K | Hold |
3,249
| – | – | 0.04% | 110 |
|
|
2023
Q2 | $237K | Hold |
3,249
| – | – | 0.03% | 130 |
|
|
2023
Q1 | $227K | Hold |
3,249
| – | – | 0.03% | 131 |
|
|
2022
Q4 | $219K | Hold |
3,249
| – | – | 0.03% | 128 |
|
|
2022
Q3 | $202K | Hold |
3,249
| – | – | 0.04% | 109 |
|
|
2022
Q2 | $210K | Sell |
3,249
-921
| -22% | -$59.5K | 0.04% | 101 |
|
|
2022
Q1 | $325K | Buy |
4,170
+171
| +4% | +$13.3K | 0.05% | 80 |
|
|
2021
Q4 | $332K | Hold |
3,999
| – | – | 0.04% | 78 |
|
|
2021
Q3 | $313K | Hold |
3,999
| – | – | 0.04% | 73 |
|
|
2021
Q2 | $317K | Sell |
3,999
-1,001
| -20% | -$79.3K | 0.05% | 71 |
|
|
2021
Q1 | $370K | Sell |
5,000
-303
| -6% | -$22.4K | 0.06% | 67 |
|
|
2020
Q4 | $364K | Hold |
5,303
| – | – | 0.06% | 69 |
|
|
2020
Q3 | $304K | Sell |
5,303
-10,863
| -67% | -$623K | 0.06% | 64 |
|
|
2020
Q2 | $866K | Sell |
16,166
-3,880
| -19% | -$208K | 0.19% | 40 |
|
|
2020
Q1 | $865K | Buy |
+20,046
| New | +$865K | 0.21% | 29 |
|