IMS Capital Management’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 | $340K | Hold |
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|
2025
Q1 | $315K | Hold |
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|
2024
Q4 | $327K | Hold |
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|
2024
Q3 | $326K | Hold |
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|
2024
Q2 | $312K | Hold |
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|
2024
Q1 | $311K | Hold |
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|
2023
Q4 | $288K | Buy |
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|
2023
Q3 | $249K | Hold |
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|
2023
Q2 | $263K | Hold |
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|
2023
Q1 | $252K | Hold |
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|
2022
Q4 | $243K | Hold |
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|
2022
Q3 | $224K | Hold |
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|
2022
Q2 | $233K | Hold |
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|
2022
Q1 | $281K | Buy |
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|
2021
Q4 | $282K | Hold |
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|
2021
Q3 | $266K | Buy |
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|
2021
Q2 | $258K | Buy |
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|
2021
Q1 | $207K | Buy |
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