MLL
Moody Lynn & Lieberson’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 | $727K | Hold |
7,902
| – | – | 0.04% | 143 |
|
|
2025
Q1 | $672K | Hold |
7,902
| – | – | 0.04% | 148 |
|
|
2024
Q4 | $699K | Hold |
7,902
| – | – | 0.04% | 145 |
|
|
2024
Q3 | $696K | Hold |
7,902
| – | – | 0.04% | 153 |
|
|
2024
Q2 | $641K | Hold |
7,902
| – | – | 0.04% | 146 |
|
|
2024
Q1 | $664K | Hold |
7,902
| – | – | 0.04% | 144 |
|
|
2023
Q4 | $614K | Hold |
7,902
| – | – | 0.05% | 144 |
|
|
2023
Q3 | $547K | Hold |
7,902
| – | – | 0.05% | 138 |
|
|
2023
Q2 | $577K | Hold |
7,902
| – | – | 0.05% | 140 |
|
|
2023
Q1 | $553K | Hold |
7,902
| – | – | 0.05% | 146 |
|
|
2022
Q4 | $532K | Hold |
7,902
| – | – | 0.05% | 155 |
|
|
2022
Q3 | $491K | Hold |
7,902
| – | – | 0.05% | 145 |
|
|
2022
Q2 | $511K | Hold |
7,902
| – | – | 0.05% | 145 |
|
|
2022
Q1 | $617K | Sell |
7,902
-124
| -2% | -$9.68K | 0.05% | 141 |
|
|
2021
Q4 | $666K | Hold |
8,026
| – | – | 0.04% | 153 |
|
|
2021
Q3 | $628K | Hold |
8,026
| – | – | 0.05% | 146 |
|
|
2021
Q2 | $636K | Hold |
8,026
| – | – | 0.05% | 140 |
|
|
2021
Q1 | $593K | Buy |
+8,026
| New | +$593K | 0.05% | 144 |
|