IMS Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

IMS Capital 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
2025 Q3	–	Sell	-3,700	Closed	-$340K	–	152
2025 Q2	$340K	Hold	3,700	–	–	0.16%	105
2025 Q1	$315K	Hold	3,700	–	–	0.16%	107
2024 Q4	$327K	Hold	3,700	–	–	0.15%	105
2024 Q3	$326K	Hold	3,700	–	–	0.15%	108
2024 Q2	$312K	Hold	3,700	–	–	0.15%	109
2024 Q1	$311K	Hold	3,700	–	–	0.14%	115
2023 Q4	$288K	Buy	3,700 +100	+3%	+$7.1K	0.14%	114
2023 Q3	$249K	Hold	3,600	–	–	0.15%	114
2023 Q2	$263K	Hold	3,600	–	–	0.15%	110
2023 Q1	$252K	Hold	3,600	–	–	0.15%	122
2022 Q4	$243K	Hold	3,600	–	–	0.15%	125
2022 Q3	$224K	Hold	3,600	–	–	0.15%	124
2022 Q2	$233K	Hold	3,600	–	–	0.15%	127
2022 Q1	$281K	Buy	3,600 +200	+6%	+$15.4K	0.15%	119
2021 Q4	$282K	Hold	3,400	–	–	0.14%	117
2021 Q3	$266K	Buy	3,400 +150	+5%	+$12K	0.15%	112
2021 Q2	$258K	Buy	3,250 +450	+16%	+$34.9K	0.15%	112
2021 Q1	$207K	Buy	+2,800	New	+$202K	0.13%	120

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IMS Capital Management's IWR Position: Q3 2025 in Review

IMS Capital Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2025, closing a stake of 3,700 shares — an estimated $340K sold.

IMS Capital Management first reported a position in IWR in Q1 2021 and held it in 18 quarters. The position peaked at $340K in Q2 2025. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

IMS Capital Management reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
IMS Capital Management sold 3,700 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $340K.
IMS Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and held it in 18 quarters.
IMS Capital Management's iShares Russell Mid-Cap ETF position peaked at $340K in Q2 2025.
1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on IMS Capital Management's 13F filing for Q3 2025, filed 17 Nov 2025.