Axis Wealth Partners, LLC Ishares Russell Mid Cap ETF Transaction History

Axis Wealth Partners, LLC

  • $171 Billion
  • Q3 2025

A detailed history of Axis Wealth Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 6,419 shares of IWR stock, worth $607,365. This represents 0.36% of its overall portfolio holdings.

Number of Shares
6,419
Previous 28,702 77.64%
Holding current value
$607,365
Previous $2.64 Billion 76.52%
% of portfolio
0.36%
Previous 1.73%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$92.26 - $97.51 $2.06 Million - $2.17 Million
-22,283 Reduced 77.64%
6,419 $620 Million
Q2 2025

Jul 15, 2025
BUY
$74.88 - $91.97 $75,553 - $92,797
1,009 Added 3.64%
28,702 $2.64 Billion
Q1 2025

Apr 28, 2025
BUY
$82.81 - $92.93 $284,949 - $319,772
3,441 Added 14.19%
27,693 $2.36 Billion
Q4 2024

Feb 07, 2025
BUY
$87.25 - $95.52 $2.12 Million - $2.32 Million
24,252 New
24,252 $2.14 Billion

Others Institutions Holding IWR

# of Institutions
1,633
Shares Held
391M
Call Options Held
208K
Put Options Held
28.7K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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