Chas P. Smith & Associates (CPS)’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
Q2 | $5.2M | Buy |
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|
2025
Q1 | $4.17M | Hold |
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|
2024
Q4 | $4.33M | Sell |
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|
2024
Q3 | $4.33M | Buy |
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|
2024
Q2 | $3.96M | Buy |
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|
2024
Q1 | $3.16M | Buy |
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|
2023
Q4 | $749K | Sell |
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|
2023
Q3 | $701K | Buy |
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|
2023
Q2 | $552K | Sell |
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|
2023
Q1 | $532K | Sell |
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|
2022
Q4 | $556K | Buy |
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|
2022
Q3 | $486K | Buy |
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|
2022
Q2 | $503K | Sell |
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|
2022
Q1 | $608K | Buy |
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|
2021
Q4 | $633K | Sell |
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|
2021
Q3 | $602K | Buy |
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|
2021
Q2 | $239K | Hold |
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|
2021
Q1 | $223K | Hold |
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|
2020
Q4 | $206K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $293K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $698K | Buy |
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|
2015
Q4 | $383K | Buy |
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|
2015
Q3 | $267K | Hold |
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|
2015
Q2 | $293K | Buy |
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|
2015
Q1 | $286K | Hold |
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|
2014
Q4 | $276K | Hold |
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|
2014
Q3 | $261K | Hold |
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|
2014
Q2 | $268K | Sell |
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|
2014
Q1 | $766K | Hold |
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|
2013
Q4 | $742K | Buy |
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|
2013
Q3 | $229K | Hold |
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|
2013
Q2 | $214K | Buy |
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