Golden State Equity Partners Ishares Russell Mid Cap ETF Transaction History

Golden State Equity Partners

$569 Million
Q3 2025

A detailed history of Golden State Equity Partners transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Golden State Equity Partners holds 7,239 shares of IWR stock, worth $684,954. This represents 0.12% of its overall portfolio holdings.

Number of Shares

7,239

Previous 7,267 0.39%

Holding current value

$684,954

Previous $668,000 4.49%

% of portfolio

0.12%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$92.26 - $97.51 $2,583 - $2,730	-28 Reduced 0.39%	7,239 $698,000
Q2 2025 Jul 14, 2025	SELL	$74.88 - $91.97 $898 - $1,103	-12 Reduced 0.16%	7,267 $668,000
Q1 2025 Apr 23, 2025	SELL	$82.81 - $92.93 $10,102 - $11,337	-122 Reduced 1.65%	7,279 $619,000
Q4 2024 Jan 24, 2025	BUY	$87.25 - $95.52 $645,737 - $706,943	7,401 New	7,401 $654,000
Q3 2024 Oct 25, 2024	SELL	$79.92 - $88.19 $3,676 - $4,056	-46 Reduced 0.54%	8,461 $745,000

Q2 2024 Jul 29, 2024	SELL	$78.66 - $83.59 $18,091 - $19,225	-230 Reduced 2.63%	8,507 $689,000
Q4 2023 Feb 02, 2024	SELL	$64.84 - $78.27 $1,945 - $2,348	-30 Reduced 0.34%	8,737 $679,000
Q2 2023 Jul 19, 2023	BUY	$67.49 - $73.03 $591,684 - $640,254	8,767 New	8,767 $640,000

Others Institutions Holding IWR

# of Institutions

1,639

Shares Held

391M

Call Options Held

208K

Put Options Held

28.7K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Equity Partners, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Equity Partners with notifications on news.

Account

Golden State Equity Partners Ishares Russell Mid Cap ETF Transaction History