Simmons Bank’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 | $1.85M | Buy |
20,161
+1,438
| +8% | +$132K | 0.13% | 144 |
|
|
2025
Q1 | $1.59M | Sell |
18,723
-8
| -0% | -$681 | 0.12% | 151 |
|
|
2024
Q4 | $1.66M | Buy |
18,731
+559
| +3% | +$49.4K | 0.12% | 145 |
|
|
2024
Q3 | $1.6M | Hold |
18,172
| – | – | 0.12% | 150 |
|
|
2024
Q2 | $1.47M | Sell |
18,172
-8
| -0% | -$649 | 0.11% | 151 |
|
|
2024
Q1 | $1.53M | Sell |
18,180
-11
| -0.1% | -$925 | 0.11% | 156 |
|
|
2023
Q4 | $1.41M | Buy |
18,191
+151
| +0.8% | +$11.7K | 0.12% | 156 |
|
|
2023
Q3 | $1.25M | Buy |
18,040
+91
| +0.5% | +$6.3K | 0.11% | 159 |
|
|
2023
Q2 | $1.31M | Sell |
17,949
-7,741
| -30% | -$565K | 0.11% | 160 |
|
|
2023
Q1 | $1.8M | Buy |
25,690
+8,810
| +52% | +$616K | 0.15% | 135 |
|
|
2022
Q4 | $1.14M | Hold |
16,880
| – | – | 0.1% | 172 |
|
|
2022
Q3 | $1.05M | Sell |
16,880
-400
| -2% | -$24.9K | 0.1% | 176 |
|
|
2022
Q2 | $1.12M | Sell |
17,280
-1,400
| -7% | -$90.5K | 0.1% | 180 |
|
|
2022
Q1 | $1.46M | Sell |
18,680
-550
| -3% | -$42.9K | 0.11% | 169 |
|
|
2021
Q4 | $1.6M | Sell |
19,230
-1,460
| -7% | -$121K | 0.11% | 162 |
|
|
2021
Q3 | $1.62M | Sell |
20,690
-180
| -0.9% | -$14.1K | 0.12% | 159 |
|
|
2021
Q2 | $1.65M | Sell |
20,870
-10,126
| -33% | -$803K | 0.12% | 155 |
|
|
2021
Q1 | $2.29M | Sell |
30,996
-1,050
| -3% | -$77.6K | 0.17% | 127 |
|
|
2020
Q4 | $2.2M | Hold |
32,046
| – | – | 0.17% | 131 |
|
|
2020
Q3 | $1.84M | Sell |
32,046
-923
| -3% | -$53K | 0.15% | 136 |
|
|
2020
Q2 | $1.77M | Sell |
32,969
-373
| -1% | -$20K | 0.15% | 137 |
|
|
2020
Q1 | $1.44M | Buy |
33,342
+1,179
| +4% | +$50.9K | 0.13% | 137 |
|
|
2019
Q4 | $1.92M | Sell |
32,163
-1,014
| -3% | -$60.5K | 0.17% | 127 |
|
|
2019
Q3 | $1.86M | Sell |
33,177
-18,353
| -36% | -$1.03M | 0.18% | 124 |
|
|
2019
Q2 | $2.88M | Buy |
51,530
+3,320
| +7% | +$185K | 0.28% | 79 |
|
|
2019
Q1 | $2.6M | Sell |
48,210
-519
| -1% | -$28K | 0.25% | 88 |
|
|
2018
Q4 | $2.27M | Buy |
48,729
+7,137
| +17% | +$332K | 0.25% | 85 |
|
|
2018
Q3 | $2.29M | Sell |
41,592
-512
| -1% | -$28.2K | 0.23% | 96 |
|
|
2018
Q2 | $2.23M | Sell |
42,104
-68
| -0.2% | -$3.61K | 0.2% | 99 |
|
|
2018
Q1 | $2.18M | Sell |
42,172
-64
| -0.2% | -$3.3K | 0.2% | 94 |
|
|
2017
Q4 | $2.2M | Sell |
42,236
-1,020
| -2% | -$53.1K | 0.22% | 95 |
|
|
2017
Q3 | $2.13M | Sell |
43,256
-180
| -0.4% | -$8.87K | 0.22% | 100 |
|
|
2017
Q2 | $2.09M | Sell |
43,436
-728
| -2% | -$35K | 0.23% | 90 |
|
|
2017
Q1 | $2.07M | Sell |
44,164
-572
| -1% | -$26.8K | 0.23% | 86 |
|
|
2016
Q4 | $2M | Buy |
44,736
+728
| +2% | +$32.5K | 0.22% | 95 |
|
|
2016
Q3 | $1.92M | Buy |
44,008
+21,148
| +93% | +$922K | 0.21% | 95 |
|
|
2016
Q2 | $961K | Hold |
22,860
| – | – | 0.11% | 155 |
|
|
2016
Q1 | $931K | Buy |
+22,860
| New | +$931K | 0.1% | 159 |
|