Moody Lynn & Lieberson’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
Q3 | $763K | Hold |
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|
2025
Q2 | $727K | Hold |
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|
2025
Q1 | $672K | Hold |
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|
2024
Q4 | $699K | Hold |
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|
2024
Q3 | $696K | Hold |
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|
2024
Q2 | $641K | Hold |
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|
2024
Q1 | $664K | Hold |
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|
2023
Q4 | $614K | Hold |
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|
2023
Q3 | $547K | Hold |
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|
2023
Q2 | $577K | Hold |
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|
2023
Q1 | $553K | Hold |
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|
2022
Q4 | $532K | Hold |
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|
2022
Q3 | $491K | Hold |
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|
2022
Q2 | $511K | Hold |
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|
2022
Q1 | $617K | Sell |
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|
2021
Q4 | $666K | Hold |
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|
2021
Q3 | $628K | Hold |
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|
2021
Q2 | $636K | Hold |
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|
2021
Q1 | $593K | Buy |
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