Oliver Lagore Vanvalin Investment Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.8K | Buy |
+468
| New | +$39.8K | 0.02% | 274 |
|
|
2024
Q4 | $41.4K | Hold |
468
| – | – | 0.01% | 275 |
|
|
2024
Q3 | $41.3K | Hold |
468
| – | – | 0.01% | 267 |
|
|
2024
Q2 | $37.9K | Hold |
468
| – | – | 0.01% | 266 |
|
|
2024
Q1 | $39.4K | Sell |
468
-855
| -65% | -$71.9K | 0.01% | 259 |
|
|
2023
Q4 | $103K | Sell |
1,323
-976
| -42% | -$75.9K | 0.04% | 148 |
|
|
2023
Q3 | $159K | Sell |
2,299
-2,295
| -50% | -$159K | 0.06% | 134 |
|
|
2023
Q2 | $336K | Buy |
4,594
+4,222
| +1,135% | +$308K | 0.12% | 108 |
|
|
2023
Q1 | $26K | Hold |
372
| – | – | 0.01% | 258 |
|
|
2022
Q4 | $25.1K | Hold |
372
| – | – | 0.01% | 238 |
|
|
2022
Q3 | $23K | Hold |
372
| – | – | 0.01% | 238 |
|
|
2022
Q2 | $24K | Hold |
372
| – | – | 0.01% | 237 |
|
|
2022
Q1 | $29K | Buy |
+372
| New | +$29K | 0.02% | 218 |
|