Caldwell Sutter Capital, Inc. Ishares Russell Mid Cap ETF Transaction History

Caldwell Sutter Capital, Inc.

  • $234 Billion
  • Q3 2025

A detailed history of Caldwell Sutter Capital, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Caldwell Sutter Capital, Inc. holds 5,464 shares of IWR stock, worth $517,003. This represents 0.23% of its overall portfolio holdings.

Number of Shares
5,464
Previous 5,464 -0.0%
Holding current value
$517,003
Previous $503 Million 4.98%
% of portfolio
0.23%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
SELL
$74.88 - $91.97 $14,976 - $18,394
-200 Reduced 3.53%
5,464 $503 Million
Q1 2024

Apr 19, 2024
SELL
$75.37 - $84.09 $14,772 - $16,481
-196 Reduced 3.34%
5,664 $476 Million
Q4 2023

Jan 19, 2024
BUY
$64.84 - $78.27 $66,655 - $80,461
1,028 Added 21.27%
5,860 $455 Million
Q2 2023

Jul 19, 2023
BUY
$67.49 - $73.03 $312,613 - $338,274
4,632 Added 2316.0%
4,832 $353 Million
Q1 2023

Apr 25, 2023
BUY
$66.27 - $75.04 $13,254 - $15,008
200 New
200 $14 Million

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
Track This Portfolio

Track Caldwell Sutter Capital, Inc. Portfolio

Follow Caldwell Sutter Capital, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Caldwell Sutter Capital, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Caldwell Sutter Capital, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email