Bridges Investment Management’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 | $13.6M | Buy |
147,810
+1,086
| +0.7% | +$99.9K | 0.18% | 79 |
|
|
2025
Q1 | $12.5M | Sell |
146,724
-2,455
| -2% | -$209K | 0.18% | 82 |
|
|
2024
Q4 | $13.2M | Sell |
149,179
-150
| -0.1% | -$13.3K | 0.18% | 78 |
|
|
2024
Q3 | $13.2M | Sell |
149,329
-40
| -0% | -$3.53K | 0.18% | 80 |
|
|
2024
Q2 | $12.1M | Buy |
149,369
+103,008
| +222% | +$8.35M | 0.18% | 77 |
|
|
2024
Q1 | $3.9M | Buy |
46,361
+963
| +2% | +$81K | 0.12% | 80 |
|
|
2023
Q4 | $3.53M | Sell |
45,398
-1,871
| -4% | -$145K | 0.12% | 84 |
|
|
2023
Q3 | $3.27M | Sell |
47,269
-15,569
| -25% | -$1.08M | 0.12% | 84 |
|
|
2023
Q2 | $4.59M | Sell |
62,838
-37
| -0.1% | -$2.7K | 0.15% | 78 |
|
|
2023
Q1 | $4.4M | Sell |
62,875
-90
| -0.1% | -$6.29K | 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% | +$723K | 0.15% | 79 |
|
|
2022
Q2 | $3.39M | Sell |
52,397
-4,607
| -8% | -$298K | 0.12% | 89 |
|
|
2022
Q1 | $4.45M | Sell |
57,004
-1,958
| -3% | -$153K | 0.14% | 85 |
|
|
2021
Q4 | $4.89M | Buy |
58,962
+3,223
| +6% | +$268K | 0.14% | 83 |
|
|
2021
Q3 | $4.36M | Sell |
55,739
-16
| -0% | -$1.25K | 0.14% | 88 |
|
|
2021
Q2 | $4.42M | Sell |
55,755
-2,387
| -4% | -$189K | 0.13% | 89 |
|
|
2021
Q1 | $4.3M | Buy |
58,142
+1,358
| +2% | +$100K | 0.13% | 87 |
|
|
2020
Q4 | $3.89M | Sell |
56,784
-8,361
| -13% | -$573K | 0.12% | 86 |
|
|
2020
Q3 | $3.74M | Sell |
65,145
-582
| -0.9% | -$33.4K | 0.13% | 87 |
|
|
2020
Q2 | $3.52M | Sell |
65,727
-8,241
| -11% | -$442K | 0.13% | 89 |
|
|
2020
Q1 | $3.19M | Buy |
73,968
+15,255
| +26% | +$659K | 0.14% | 93 |
|
|
2019
Q4 | $3.5M | Buy |
58,713
+228
| +0.4% | +$13.6K | 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% | -$148K | 0.14% | 96 |
|
|
2019
Q1 | $3.71M | Sell |
68,724
-4,440
| -6% | -$240K | 0.15% | 100 |
|
|
2018
Q4 | $3.4M | Sell |
73,164
-1,360
| -2% | -$63.2K | 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% | +$48.8K | 0.22% | 87 |
|
|
2018
Q1 | $4.75M | Buy |
92,004
+6,056
| +7% | +$313K | 0.22% | 86 |
|
|
2017
Q4 | $4.47M | Sell |
85,948
-2,448
| -3% | -$127K | 0.36% | 63 |
|
|
2017
Q3 | $4.36M | Buy |
88,396
+31,432
| +55% | +$1.55M | 0.41% | 59 |
|
|
2017
Q2 | $2.74M | Sell |
56,964
-6,560
| -10% | -$315K | 0.37% | 59 |
|
|
2017
Q1 | $2.97M | Buy |
63,524
+2,772
| +5% | +$130K | 0.41% | 57 |
|
|
2016
Q4 | $2.72M | Buy |
60,752
+16,504
| +37% | +$738K | 0.39% | 61 |
|
|
2016
Q3 | $1.93M | Sell |
44,248
-9,520
| -18% | -$415K | 0.32% | 65 |
|
|
2016
Q2 | $2.26M | Buy |
53,768
+360
| +0.7% | +$15.1K | 0.39% | 62 |
|
|
2016
Q1 | $2.18M | Buy |
53,408
+920
| +2% | +$37.5K | 0.4% | 61 |
|
|
2015
Q4 | $2.1M | Buy |
52,488
+3,020
| +6% | +$121K | 0.38% | 60 |
|
|
2015
Q3 | $2.11M | Hold |
49,468
| – | – | 0.37% | 61 |
|
|
2015
Q2 | $2.11M | Buy |
49,468
+540
| +1% | +$23K | 0.37% | 61 |
|
|
2015
Q1 | $2.12M | Buy |
48,928
+1,500
| +3% | +$64.9K | 0.37% | 59 |
|
|
2014
Q4 | $1.98M | Buy |
47,428
+3,192
| +7% | +$133K | 0.35% | 63 |
|
|
2014
Q3 | $1.75M | Buy |
44,236
+180
| +0.4% | +$7.13K | 0.33% | 66 |
|
|
2014
Q2 | $1.79M | Buy |
44,056
+200
| +0.5% | +$8.13K | 0.34% | 63 |
|
|
2014
Q1 | $1.7M | Buy |
43,856
+4,860
| +12% | +$188K | 0.35% | 58 |
|
|
2013
Q4 | $1.46M | Sell |
38,996
-404
| -1% | -$15.1K | 0.33% | 63 |
|
|
2013
Q3 | $1.37M | Buy |
39,400
+420
| +1% | +$14.6K | 0.34% | 61 |
|
|
2013
Q2 | $1.27M | Buy |
+38,980
| New | +$1.27M | 0.33% | 61 |
|