LVZ Inc’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
Q2 | $277K | Buy |
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|
2025
Q1 | $213K | Sell |
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|
2024
Q4 | $287K | Hold |
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|
2024
Q3 | $286K | Hold |
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|
2024
Q2 | $263K | Hold |
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|
2024
Q1 | $273K | Hold |
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|
2023
Q4 | $253K | Hold |
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|
2023
Q3 | $225K | Hold |
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|
2023
Q2 | $237K | Hold |
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|
2023
Q1 | $227K | Hold |
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|
2022
Q4 | $219K | Hold |
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|
2022
Q3 | $202K | Hold |
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|
2022
Q2 | $210K | Sell |
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|
2022
Q1 | $325K | Buy |
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|
2021
Q4 | $332K | Hold |
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|
2021
Q3 | $313K | Hold |
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|
2021
Q2 | $317K | Sell |
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|
2021
Q1 | $370K | Sell |
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|
2020
Q4 | $364K | Hold |
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|
2020
Q3 | $304K | Sell |
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|
2020
Q2 | $866K | Sell |
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|
2020
Q1 | $865K | Buy |
|