Financial Perspectives, Inc Ishares Russell Mid Cap ETF Transaction History

Financial Perspectives, Inc

$361 Billion
Q3 2025

A detailed history of Financial Perspectives, Inc transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 1,043 shares of IWR stock, worth $98,688. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,043

Previous 1,085 3.87%

Holding current value

$98,688

Previous $99.7 Million 0.91%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$92.26 - $97.51 $3,874 - $4,095	-42 Reduced 3.87%	1,043 $101 Million
Q2 2024 Aug 09, 2024	BUY	$78.66 - $83.59 $865 - $919	11 Added 1.02%	1,085 $87.9 Million
Q4 2023 Feb 01, 2024	SELL	$64.84 - $78.27 $2,269 - $2,739	-35 Reduced 3.16%	1,074 $83.4 Million
Q2 2023 Jan 09, 2024	BUY	$67.49 - $73.03 $36,309 - $39,290	538 Added 94.22%	1,109 $81 Million
Q1 2023 Jan 09, 2024	BUY	$66.27 - $75.04 $132 - $150	2 Added 0.35%	571 $39.9 Million

Q4 2022 Jan 09, 2024	BUY	$62.09 - $71.89 $33,963 - $39,323	547 Added 2486.36%	569 $38.4 Million
Q3 2021 Jan 09, 2024	BUY	$76.44 - $82.59 $1,681 - $1,816	22 New	22 $1.72 Million

Others Institutions Holding IWR

# of Institutions

1,637

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

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Financial Perspectives, Inc Ishares Russell Mid Cap ETF Transaction History