Evernest Financial Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Evernest Financial Advisors, LLC

$318 Million
Q3 2025

A detailed history of Evernest Financial Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 23,507 shares of IWR stock, worth $2.22 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

23,507

Previous 23,507 -0.0%

Holding current value

$2.22 Million

Previous $2.16 Million 5.0%

% of portfolio

0.71%

Previous 0.79%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$74.88 - $91.97 $568,713 - $698,512	7,595 Added 47.73%	23,507 $2.16 Million
Q4 2024 Jan 23, 2025	SELL	$87.25 - $95.52 $3,053 - $3,343	-35 Reduced 0.22%	15,912 $1.41 Million
Q1 2024 May 10, 2024	BUY	$75.37 - $84.09 $572,435 - $638,663	7,595 Added 90.94%	15,947 $1.25 Billion
Q4 2023 May 10, 2024	SELL	$64.84 - $78.27 $492,459 - $594,460	-7,595 Reduced 47.63%	8,352 $649 Million
Q4 2021 Feb 13, 2024	BUY	$78.41 - $85.28 $654,880 - $712,258	8,352 New	8,352 $658 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

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Evernest Financial Advisors, LLC Ishares Russell Mid Cap ETF Transaction History