Grimes & Company’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 | $762K | Sell |
8,284
-2,395
| -22% | -$220K | 0.02% | 233 |
|
|
2025
Q1 | $908K | Sell |
10,679
-23
| -0.2% | -$1.96K | 0.03% | 192 |
|
|
2024
Q4 | $946K | Buy |
10,702
+708
| +7% | +$62.6K | 0.03% | 203 |
|
|
2024
Q3 | $881K | Sell |
9,994
-29
| -0.3% | -$2.56K | 0.02% | 194 |
|
|
2024
Q2 | $813K | Buy |
10,023
+1,772
| +21% | +$144K | 0.02% | 187 |
|
|
2024
Q1 | $694K | Buy |
8,251
+16
| +0.2% | +$1.35K | 0.02% | 204 |
|
|
2023
Q4 | $640K | Sell |
8,235
-3,559
| -30% | -$277K | 0.02% | 208 |
|
|
2023
Q3 | $817K | Buy |
11,794
+3,616
| +44% | +$250K | 0.03% | 172 |
|
|
2023
Q2 | $597K | Buy |
8,178
+1,616
| +25% | +$118K | 0.02% | 195 |
|
|
2023
Q1 | $459K | Buy |
+6,562
| New | +$459K | 0.02% | 210 |
|
|
2022
Q2 | – | Sell |
-2,912
| Closed | -$227K | – | 286 |
|
|
2022
Q1 | $227K | Sell |
2,912
-640
| -18% | -$49.9K | 0.01% | 271 |
|
|
2021
Q4 | $295K | Sell |
3,552
-155
| -4% | -$12.9K | 0.01% | 241 |
|
|
2021
Q3 | $290K | Buy |
3,707
+155
| +4% | +$12.1K | 0.01% | 246 |
|
|
2021
Q2 | $281K | Hold |
3,552
| – | – | 0.01% | 248 |
|
|
2021
Q1 | $263K | Hold |
3,552
| – | – | 0.01% | 239 |
|
|
2020
Q4 | $243K | Buy |
+3,552
| New | +$243K | 0.01% | 239 |
|