Advisory Resource Group Ishares Russell Mid Cap ETF Transaction History

Advisory Resource Group

$433 Million
Q3 2025

A detailed history of Advisory Resource Group transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Advisory Resource Group holds 6,469 shares of IWR stock, worth $612,096. This represents 0.14% of its overall portfolio holdings.

Number of Shares

6,469

Previous 6,455 0.22%

Holding current value

$612,096

Previous $593,000 5.23%

% of portfolio

0.14%

Previous 0.14%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$92.26 - $97.51 $1,291 - $1,365	14 Added 0.22%	6,469 $624,000
Q2 2025 Aug 08, 2025	SELL	$74.88 - $91.97 $9,434 - $11,588	-126 Reduced 1.91%	6,455 $593,000
Q1 2025 Apr 21, 2025	BUY	$82.81 - $92.93 $34,283 - $38,473	414 Added 6.71%	6,581 $559,000
Q4 2024 Jan 28, 2025	SELL	$87.25 - $95.52 $959 - $1,050	-11 Reduced 0.18%	6,167 $545,000
Q2 2024 Jul 24, 2024	BUY	$78.66 - $83.59 $18,013 - $19,142	229 Added 3.85%	6,178 $500,000

Q1 2024 May 17, 2024	BUY	$75.37 - $84.09 $10,401 - $11,604	138 Added 2.37%	5,949 $500,000
Q4 2023 Jan 11, 2024	BUY	$64.84 - $78.27 $41,367 - $49,936	638 Added 12.33%	5,811 $451,000
Q3 2023 Dec 05, 2023	BUY	$68.54 - $75.91 $141,877 - $157,133	2,070 Added 66.71%	5,173 $358,000
Q2 2023 Jul 11, 2023	BUY	$67.49 - $73.03 $209,421 - $226,612	3,103 New	3,103 $226,000
Q4 2022 Jan 27, 2023	BUY	$62.09 - $71.89 $37,936 - $43,924	611 Added 3.97%	15,993 $0
Q3 2022 Oct 11, 2022	BUY	$62.15 - $74.82 $955,991 - $1.15 Million	15,382 New	15,382 $956,000

Others Institutions Holding IWR

# of Institutions

1,634

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 Advisory Resource Group, based on Form 13F filings with the SEC.

News

Stay updated on Advisory Resource Group with notifications on news.

Account

Advisory Resource Group Ishares Russell Mid Cap ETF Transaction History