LVZ Inc’s iShares Russell Mid-Cap ETF IWR Stock Holding History

LVZ Inc’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$280K	Buy	2,536 +36	+1%	+$3.79K	0.03%	144
2026 Q1	$243K	Sell	2,500 -1,067	-30%	-$107K	0.03%	133
2025 Q4	$343K	Buy	3,567 +1,067	+43%	+$103K	0.04%	122
2025 Q3	$241K	Sell	2,500 -517	-17%	-$49K	0.03%	144
2025 Q2	$277K	Buy	3,017 +517	+21%	+$44.7K	0.03%	124
2025 Q1	$213K	Sell	2,500 -749	-23%	-$66.8K	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%	-$65.6K	0.04%	101
2022 Q1	$325K	Buy	4,170 +171	+4%	+$13.2K	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%	-$77.6K	0.05%	71
2021 Q1	$370K	Sell	5,000 -303	-6%	-$21.9K	0.06%	67
2020 Q4	$364K	Hold	5,303	–	–	0.06%	69
2020 Q3	$304K	Sell	5,303 -10,863	-67%	-$618K	0.06%	64
2020 Q2	$866K	Sell	16,166 -3,880	-19%	-$194K	0.19%	40
2020 Q1	$865K	Buy	+20,046	New	+$1.1M	0.21%	29

Other funds holding IWR

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return