JMG Financial Group’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 | $85.8M | Sell |
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|
2025
Q2 | $83.5M | Buy |
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|
2025
Q1 | $75.2M | Sell |
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|
2024
Q4 | $80.1M | Sell |
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|
2024
Q3 | $82M | Sell |
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|
2024
Q2 | $75.7M | Sell |
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|
2024
Q1 | $79.8M | Sell |
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|
2023
Q4 | $74.1M | Buy |
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|
2023
Q3 | $64.5M | Sell |
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|
2023
Q2 | $69.2M | Sell |
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|
2023
Q1 | $67M | Sell |
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|
2022
Q4 | $65.2M | Sell |
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|
2022
Q3 | $62.9M | Sell |
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|
2022
Q2 | $68.1M | Sell |
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|
2022
Q1 | $91.3M | Sell |
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|
2021
Q4 | $98.6M | Sell |
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|
2021
Q3 | $95.3M | Sell |
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|
2021
Q2 | $97.6M | Sell |
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|
2021
Q1 | $92.3M | Sell |
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|
2020
Q4 | $88.9M | Sell |
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|
2020
Q3 | $76.3M | Sell |
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|
2020
Q2 | $71.9M | Buy |
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|
2020
Q1 | $54.5M | Buy |
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|
2019
Q4 | $70.8M | Sell |
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|
2019
Q3 | $66.6M | Buy |
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|
2019
Q2 | $66.4M | Sell |
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|
2019
Q1 | $64.6M | Sell |
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|
2018
Q4 | $62.5M | Sell |
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|
2018
Q3 | $79.7M | Buy |
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|
2018
Q2 | $71.4M | Buy |
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|
2018
Q1 | $67.5M | Buy |
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|
2017
Q4 | $67.5M | Sell |
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|
2017
Q3 | $64.6M | Sell |
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|
2017
Q2 | $67.9M | Buy |
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|
2017
Q1 | $64M | Buy |
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|
2016
Q4 | $55.4M | Buy |
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|
2016
Q3 | $51.1M | Buy |
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|
2016
Q2 | $48.2M | Sell |
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|
2016
Q1 | $48.3M | Buy |
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|
2015
Q4 | $38.1M | Buy |
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|
2015
Q3 | $27.8M | Buy |
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|
2015
Q2 | $28.6M | Buy |
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|
2015
Q1 | $25.6M | Buy |
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|
2014
Q4 | $15.5M | Buy |
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|
2014
Q3 | $13.4M | Buy |
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|
2014
Q2 | $13.3M | Buy |
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|
2014
Q1 | $12.1M | Buy |
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|
2013
Q4 | $11.3M | Sell |
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|
2013
Q3 | $11M | Sell |
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|
2013
Q2 | $10.3M | Buy |
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