Mason Investment Advisory Services, Inc. Ishares Russell Mid Cap ETF Transaction History

Mason Investment Advisory Services, Inc.

$1.83 Trillion
Q2 2025

A detailed history of Mason Investment Advisory Services, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Mason Investment Advisory Services, Inc. holds 2,519 shares of IWR stock, worth $234,871. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,519

Previous 2,518 0.04%

Holding current value

$234,871

Previous $214 Million 8.16%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$74.88 - $91.97 $74 - $91	1 Added 0.04%	2,519 $232 Million
Q1 2025 May 01, 2025	SELL	$82.81 - $92.93 $14,740 - $16,541	-178 Reduced 6.6%	2,518 $214 Million
Q4 2024 Feb 06, 2025	BUY	$87.25 - $95.52 $174 - $191	2 Added 0.07%	2,696 $238 Million
Q3 2024 Nov 12, 2024	BUY	$79.92 - $88.19 $79 - $88	1 Added 0.04%	2,694 $237 Million
Q2 2024 Aug 09, 2024	BUY	$78.66 - $83.59 $2,910 - $3,092	37 Added 1.39%	2,693 $218 Million
Q4 2023 Feb 13, 2024	BUY	$64.84 - $78.27 $172,215 - $207,885	2,656 New	2,656 $206 Million
Q2 2022 Aug 07, 2024	SELL	$62.75 - $78.76 $166,664 - $209,186	-2,656 Closed	0 $0

Others Institutions Holding IWR

# of Institutions

1,581

Shares Held

370M

Call Options Held

151K

Put Options Held

30.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Mason Investment Advisory Services, Inc. Ishares Russell Mid Cap ETF Transaction History