Birch Hill Investment Advisors LLC Ishares Russell Mid Cap ETF Transaction History

Birch Hill Investment Advisors LLC

$2.32 Billion
Q3 2025

A detailed history of Birch Hill Investment Advisors LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Birch Hill Investment Advisors LLC holds 10,706 shares of IWR stock, worth $1.01 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,706

Previous 10,806 0.93%

Holding current value

$1.01 Million

Previous $993,000 4.03%

% of portfolio

0.04%

Previous 0.05%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$92.26 - $97.51 $9,226 - $9,751	-100 Reduced 0.93%	10,706 $1.03 Million
Q2 2025 Jul 30, 2025	SELL	$74.88 - $91.97 $1,497 - $1,839	-20 Reduced 0.18%	10,806 $993,000
Q1 2025 Apr 18, 2025	SELL	$82.81 - $92.93 $4,140 - $4,646	-50 Reduced 0.46%	10,826 $920,000
Q4 2024 Jan 28, 2025	SELL	$87.25 - $95.52 $276,757 - $302,989	-3,172 Reduced 22.58%	10,876 $961,000
Q1 2024 May 13, 2024	BUY	$75.37 - $84.09 $233,044 - $260,006	3,092 Added 28.22%	14,048 $1.18 Million

Q4 2023 Jan 29, 2024	BUY	$64.84 - $78.27 $9,726 - $11,740	150 Added 1.39%	10,956 $851,000
Q2 2023 Jul 20, 2023	BUY	$67.49 - $73.03 $59,391 - $64,266	880 Added 8.87%	10,806 $789,000
Q1 2023 Apr 14, 2023	SELL	$66.27 - $75.04 $67,595 - $76,540	-1,020 Reduced 9.32%	9,926 $694,000
Q3 2021 Oct 25, 2021	BUY	$76.44 - $82.59 $601,277 - $649,652	7,866 Added 255.39%	10,946 $856,000
Q4 2020 Jan 27, 2021	BUY	$57.75 - $68.61 $177,870 - $211,318	3,080 New	3,080 $211,000
Q4 2019 Jan 17, 2020	SELL	$54.12 - $59.69 $201,975 - $222,763	-3,732 Closed	0 $0
Q3 2019 Oct 16, 2019	BUY	$53.6 - $57.42 $6,003 - $6,431	112 Added 3.09%	3,732 $209,000
Q2 2019 Jul 22, 2019	SELL	$52.53 - $56.11 $19,961 - $21,321	-380 Reduced 9.5%	3,620 $202,000
Q1 2019 May 14, 2019	BUY	$45.53 - $54.18 $182,120 - $216,720	4,000 New	4,000 $216,000
Q4 2018 Feb 13, 2019	SELL	$43.7 - $54.95 $43,700 - $54,950	-1,000 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$50.43 - $54.42 $756 - $816	15 Added 1.52%	1,000 $212,000
Q4 2017 Feb 09, 2018	BUY	$49.53 - $52.32 $48,787 - $51,535	985	985 $205,000

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 Birch Hill Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Birch Hill Investment Advisors LLC with notifications on news.

Account

Birch Hill Investment Advisors LLC Ishares Russell Mid Cap ETF Transaction History