Bridges Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bridges Investment Management’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 Q1	$20.4M	Buy	210,148 +1,252	+0.6%	+$125K	0.28%	71
2025 Q4	$20.1M	Buy	208,896 +61,741	+42%	+$5.94M	0.26%	72
2025 Q3	$14.2M	Sell	147,155 -655	-0.4%	-$62.1K	0.18%	81
2025 Q2	$13.6M	Buy	147,810 +1,086	+0.7%	+$93.8K	0.18%	79
2025 Q1	$12.5M	Sell	146,724 -2,455	-2%	-$219K	0.18%	82
2024 Q4	$13.2M	Sell	149,179 -150	-0.1%	-$13.6K	0.18%	78
2024 Q3	$13.2M	Sell	149,329 -40	-0%	-$3.37K	0.18%	80
2024 Q2	$12.1M	Buy	149,369 +103,008	+222%	+$8.38M	0.18%	77
2024 Q1	$3.9M	Buy	46,361 +963	+2%	+$76.3K	0.12%	80
2023 Q4	$3.53M	Sell	45,398 -1,871	-4%	-$133K	0.12%	84
2023 Q3	$3.27M	Sell	47,269 -15,569	-25%	-$1.14M	0.12%	84
2023 Q2	$4.59M	Sell	62,838 -37	-0.1%	-$2.57K	0.15%	78
2023 Q1	$4.4M	Sell	62,875 -90	-0.1%	-$6.36K	0.16%	77
2022 Q4	$4.25M	Sell	62,965 -1,062	-2%	-$71.6K	0.16%	82
2022 Q3	$3.98M	Buy	64,027 +11,630	+22%	+$800K	0.15%	79
2022 Q2	$3.39M	Sell	52,397 -4,607	-8%	-$328K	0.12%	89
2022 Q1	$4.45M	Sell	57,004 -1,958	-3%	-$151K	0.14%	85
2021 Q4	$4.89M	Buy	58,962 +3,223	+6%	+$265K	0.14%	83
2021 Q3	$4.36M	Sell	55,739 -16	-0%	-$1.28K	0.14%	88
2021 Q2	$4.42M	Sell	55,755 -2,387	-4%	-$185K	0.13%	89
2021 Q1	$4.3M	Buy	58,142 +1,358	+2%	+$98.2K	0.13%	87
2020 Q4	$3.89M	Sell	56,784 -8,361	-13%	-$533K	0.12%	86
2020 Q3	$3.74M	Sell	65,145 -582	-0.9%	-$33.1K	0.13%	87
2020 Q2	$3.52M	Sell	65,727 -8,241	-11%	-$413K	0.13%	89
2020 Q1	$3.19M	Buy	73,968 +15,255	+26%	+$840K	0.14%	93
2019 Q4	$3.5M	Buy	58,713 +228	+0.4%	+$13.1K	0.13%	102
2019 Q3	$3.27M	Sell	58,485 -7,594	-11%	-$425K	0.12%	106
2019 Q2	$3.69M	Sell	66,079 -2,645	-4%	-$145K	0.14%	96
2019 Q1	$3.71M	Sell	68,724 -4,440	-6%	-$230K	0.15%	100
2018 Q4	$3.4M	Sell	73,164 -1,360	-2%	-$68.6K	0.16%	103
2018 Q3	$4.11M	Sell	74,524 -18,400	-20%	-$1.01M	0.2%	95
2018 Q2	$4.93M	Buy	92,924 +920	+1%	+$48.4K	0.22%	87
2018 Q1	$4.75M	Buy	92,004 +6,056	+7%	+$319K	0.22%	86
2017 Q4	$4.47M	Sell	85,948 -2,448	-3%	-$124K	0.36%	63
2017 Q3	$4.36M	Buy	88,396 +31,432	+55%	+$1.52M	0.41%	59
2017 Q2	$2.74M	Sell	56,964 -6,560	-10%	-$311K	0.37%	59
2017 Q1	$2.97M	Buy	63,524 +2,772	+5%	+$128K	0.41%	57
2016 Q4	$2.72M	Buy	60,752 +16,504	+37%	+$722K	0.39%	61
2016 Q3	$1.93M	Sell	44,248 -9,520	-18%	-$413K	0.32%	65
2016 Q2	$2.26M	Buy	53,768 +360	+0.7%	+$14.9K	0.39%	62
2016 Q1	$2.18M	Buy	53,408 +920	+2%	+$35K	0.4%	61
2015 Q4	$2.1M	Buy	52,488 +3,020	+6%	+$123K	0.38%	60
2015 Q3	$2.11M	Hold	49,468	–	–	0.37%	61
2015 Q2	$2.11M	Buy	49,468 +540	+1%	+$23.5K	0.37%	61
2015 Q1	$2.12M	Buy	48,928 +1,500	+3%	+$63.8K	0.37%	59
2014 Q4	$1.98M	Buy	47,428 +3,192	+7%	+$130K	0.35%	63
2014 Q3	$1.75M	Buy	44,236 +180	+0.4%	+$7.25K	0.33%	66
2014 Q2	$1.79M	Buy	44,056 +200	+0.5%	+$7.8K	0.34%	63
2014 Q1	$1.7M	Buy	43,856 +4,860	+12%	+$184K	0.35%	58
2013 Q4	$1.46M	Sell	38,996 -404	-1%	-$14.6K	0.33%	63
2013 Q3	$1.37M	Buy	39,400 +420	+1%	+$14.3K	0.34%	61
2013 Q2	$1.27M	Buy	+38,980	New	+$1.26M	0.33%	61