Copia Wealth Management Ishares Russell Mid Cap ETF Transaction History

Copia Wealth Management

  • $119 Billion
  • Q2 2025

A detailed history of Copia Wealth Management transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Copia Wealth Management holds 584 shares of IWR stock, worth $55,526. This represents 0.05% of its overall portfolio holdings.

Number of Shares
584
Previous 580 0.69%
Holding current value
$55,526
Previous $49.3 Million 8.85%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jul 28, 2025
BUY
$74.88 - $91.97 $299 - $367
4 Added 0.69%
584 $53.7 Million
Q4 2024

Mar 06, 2025
BUY
$87.25 - $95.52 $50,605 - $55,401
580 New
580 $51.3 Million

Others Institutions Holding IWR

# of Institutions
1,606
Shares Held
377M
Call Options Held
198K
Put Options Held
37.3K
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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