Grimes & Company’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 | $803K | Buy |
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|
2025
Q2 | $762K | Sell |
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|
2025
Q1 | $908K | Sell |
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|
2024
Q4 | $946K | Buy |
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|
2024
Q3 | $881K | Sell |
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|
2024
Q2 | $813K | Buy |
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|
2024
Q1 | $694K | Buy |
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|
2023
Q4 | $640K | Sell |
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|
2023
Q3 | $817K | Buy |
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|
2023
Q2 | $597K | Buy |
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|
2023
Q1 | $459K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $227K | Sell |
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|
2021
Q4 | $295K | Sell |
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|
2021
Q3 | $290K | Buy |
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|
2021
Q2 | $281K | Hold |
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|
2021
Q1 | $263K | Hold |
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|
2020
Q4 | $243K | Buy |
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