MTM Investment 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
Q3 | $408K | Hold |
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|
2025
Q2 | $389K | Hold |
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|
2025
Q1 | $361K | Sell |
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|
2024
Q4 | $388K | Sell |
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|
2024
Q3 | $393K | Hold |
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|
2024
Q2 | $362K | Hold |
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|
2024
Q1 | $376K | Hold |
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|
2023
Q4 | $347K | Buy |
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|
2023
Q3 | $192K | Hold |
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|
2023
Q2 | $203K | Hold |
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|
2023
Q1 | $194K | Hold |
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|
2022
Q4 | $187K | Sell |
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|
2022
Q3 | $175K | Hold |
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|
2022
Q2 | $185K | Hold |
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|
2022
Q1 | $220K | Buy |
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|
2021
Q4 | $33K | Hold |
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|
2021
Q3 | $31K | Hold |
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|
2021
Q2 | $31K | Hold |
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|
2021
Q1 | $29K | Hold |
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|
2020
Q4 | $27K | Buy |
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