MTM Investment Management’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 | $389K | Hold |
4,229
| – | – | 0.13% | 144 |
|
|
2025
Q1 | $361K | Sell |
4,229
-161
| -4% | -$13.7K | 0.14% | 147 |
|
|
2024
Q4 | $388K | Sell |
4,390
-76
| -2% | -$6.72K | 0.15% | 141 |
|
|
2024
Q3 | $393K | Hold |
4,466
| – | – | 0.15% | 133 |
|
|
2024
Q2 | $362K | Hold |
4,466
| – | – | 0.15% | 131 |
|
|
2024
Q1 | $376K | Hold |
4,466
| – | – | 0.15% | 133 |
|
|
2023
Q4 | $347K | Buy |
4,466
+1,693
| +61% | +$132K | 0.16% | 128 |
|
|
2023
Q3 | $192K | Hold |
2,773
| – | – | 0.1% | 170 |
|
|
2023
Q2 | $203K | Hold |
2,773
| – | – | 0.1% | 175 |
|
|
2023
Q1 | $194K | Hold |
2,773
| – | – | 0.1% | 176 |
|
|
2022
Q4 | $187K | Sell |
2,773
-46
| -2% | -$3.1K | 0.1% | 174 |
|
|
2022
Q3 | $175K | Hold |
2,819
| – | – | 0.1% | 173 |
|
|
2022
Q2 | $185K | Hold |
2,819
| – | – | 0.1% | 174 |
|
|
2022
Q1 | $220K | Buy |
2,819
+2,425
| +615% | +$189K | 0.11% | 168 |
|
|
2021
Q4 | $33K | Hold |
394
| – | – | 0.02% | 236 |
|
|
2021
Q3 | $31K | Hold |
394
| – | – | 0.02% | 215 |
|
|
2021
Q2 | $31K | Hold |
394
| – | – | 0.02% | 213 |
|
|
2021
Q1 | $29K | Hold |
394
| – | – | 0.02% | 204 |
|
|
2020
Q4 | $27K | Buy |
+394
| New | +$27K | 0.02% | 191 |
|