Bernardo Wealth Planning LLC Ishares Russell Mid Cap ETF Transaction History

Bernardo Wealth Planning LLC

$461 Million
Q2 2025

A detailed history of Bernardo Wealth Planning LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 3,837 shares of IWR stock, worth $364,821. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,837

Previous 3,837 -0.0%

Holding current value

$364,821

Previous $326,000 8.28%

% of portfolio

0.08%

Previous 0.08%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$82.81 - $92.93 $6,127 - $6,876	-74 Reduced 1.89%	3,837 $326,000
Q3 2024 Oct 18, 2024	SELL	$79.92 - $88.19 $17,662 - $19,489	-221 Reduced 5.35%	3,911 $351,000
Q1 2024 May 07, 2024	SELL	$75.37 - $84.09 $17,485 - $19,508	-232 Reduced 5.32%	4,132 $347,000
Q4 2023 Jan 25, 2024	SELL	$64.84 - $78.27 $17,766 - $21,445	-274 Reduced 5.91%	4,364 $339,000
Q3 2023 Oct 30, 2023	SELL	$68.54 - $75.91 $23,097 - $25,581	-337 Reduced 6.77%	4,638 $321,000
Q2 2023 Jul 21, 2023	SELL	$67.49 - $73.03 $27,603 - $29,869	-409 Reduced 7.6%	4,975 $363,000
Q1 2023 May 05, 2023	BUY	$66.27 - $75.04 $2,982 - $3,376	45 Added 0.84%	5,384 $376,000
Q4 2022 Jan 30, 2023	BUY	$62.09 - $71.89 $186 - $215	3 Added 0.06%	5,339 $360,000
Q3 2022 Oct 24, 2022	BUY	$62.15 - $74.82 $186 - $224	3 Added 0.06%	5,336 $342,000
Q2 2022 Jul 29, 2022	SELL	$62.75 - $78.76 $3,451 - $4,331	-55 Reduced 1.02%	5,333 $344,000
Q1 2022 May 06, 2022	SELL	$72.29 - $82.89 $3,831 - $4,393	-53 Reduced 0.97%	5,388 $420,000
Q4 2021 Jan 27, 2022	BUY	$78.41 - $85.28 $392 - $426	5 Added 0.09%	5,441 $451,000
Q3 2021 Oct 15, 2021	SELL	$76.44 - $82.59 $43,953 - $47,489	-575 Reduced 9.57%	5,436 $425,000
Q2 2021 Jul 30, 2021	BUY	$74.82 - $79.61 $52,448 - $55,806	701 Added 13.2%	6,011 $476,000
Q1 2021 Apr 23, 2021	SELL	$67.45 - $75.68 $38,851 - $43,591	-576 Reduced 9.79%	5,310 $392,000
Q4 2020 Feb 01, 2021	SELL	$57.75 - $68.61 $12,705 - $15,094	-220 Reduced 3.6%	5,886 $403,000
Q3 2020 Oct 23, 2020	SELL	$53.47 - $60.19 $23,687 - $26,664	-443 Reduced 6.76%	6,106 $350,000
Q2 2020 Aug 03, 2020	SELL	$40.64 - $57.63 $109,118 - $154,736	-2,685 Reduced 29.08%	6,549 $351,000
Q1 2020 May 01, 2020	SELL	$36.81 - $61.96 $59,337 - $99,879	-1,612 Reduced 14.86%	9,234 $398,000
Q4 2019 Feb 10, 2020	SELL	$54.12 - $59.69 $21,215 - $23,398	-392 Reduced 3.49%	10,846 $646,000
Q3 2019 Nov 04, 2019	SELL	$53.6 - $57.42 $1.38 Million - $1.48 Million	-25,833 Reduced 69.69%	11,238 $628,000
Q2 2019 Aug 13, 2019	BUY	$52.53 - $56.11 $12,134 - $12,961	231 Added 0.63%	37,071 $2.07 Million
Q1 2019 May 08, 2019	SELL	$45.53 - $54.18 $53,998 - $64,257	-1,186 Reduced 3.12%	36,840 $1.99 Million
Q4 2018 Feb 14, 2019	BUY	$43.7 - $54.95 $1.66 Million - $2.09 Million	38,026 New	38,026 $1.77 Million

Others Institutions Holding IWR

# of Institutions

1,605

Shares Held

377M

Call Options Held

198K

Put Options Held

37.3K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Bernardo Wealth Planning LLC Ishares Russell Mid Cap ETF Transaction History