LAS
LWM Advisory Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,514
| Closed | -$218K | – | 109 |
|
|
2022
Q3 | $218K | Buy |
3,514
+5
| +0.1% | +$310 | 0.25% | 112 |
|
|
2022
Q2 | $227K | Sell |
3,509
-1,194
| -25% | -$77.2K | 0.27% | 99 |
|
|
2022
Q1 | $367K | Sell |
4,703
-634
| -12% | -$49.5K | 0.46% | 70 |
|
|
2021
Q4 | $443K | Buy |
+5,337
| New | +$443K | 0.55% | 52 |
|