Hilltop Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Hilltop Wealth Advisors, LLC

$178 Million
Q2 2025

A detailed history of Hilltop Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Hilltop Wealth Advisors, LLC holds 25,913 shares of IWR stock, worth $2.52 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

25,913

Previous 22,109 17.21%

Holding current value

$2.52 Million

Previous $1.88 Million 26.76%

% of portfolio

1.34%

Previous 1.06%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$74.88 - $91.97 $284,843 - $349,853	3,804 Added 17.21%	25,913 $2.38 Million
Q1 2025 Apr 16, 2025	BUY	$82.81 - $92.93 $160,071 - $179,633	1,933 Added 9.58%	22,109 $1.88 Million
Q4 2024 Jan 08, 2025	SELL	$87.25 - $95.52 $210,359 - $230,298	-2,411 Reduced 10.67%	20,176 $1.78 Million
Q3 2024 Oct 09, 2024	BUY	$79.92 - $88.19 $38,521 - $42,507	482 Added 2.18%	22,587 $1.99 Million
Q2 2024 Jul 03, 2024	BUY	$78.66 - $83.59 $16,046 - $17,052	204 Added 0.93%	22,105 $1.79 Million
Q1 2024 Apr 05, 2024	SELL	$75.37 - $84.09 $231,159 - $257,904	-3,067 Reduced 12.28%	21,901 $1.84 Million
Q4 2023 Jan 17, 2024	BUY	$64.84 - $78.27 $261,370 - $315,506	4,031 Added 19.25%	24,968 $1.94 Million
Q3 2023 Oct 16, 2023	BUY	$68.54 - $75.91 $210,075 - $232,664	3,065 Added 17.15%	20,937 $1.45 Million
Q2 2023 Jul 19, 2023	BUY	$67.49 - $73.03 $219,207 - $237,201	3,248 Added 22.21%	17,872 $1.31 Million
Q1 2023 Apr 19, 2023	BUY	$66.27 - $75.04 $196,490 - $222,493	2,965 Added 25.43%	14,624 $1.02 Million
Q4 2022 Feb 02, 2023	BUY	$62.09 - $71.89 $11,921 - $13,802	192 Added 1.67%	11,659 $786,000
Q3 2022 Nov 10, 2022	BUY	$62.15 - $74.82 $712,674 - $857,960	11,467 New	11,467 $713,000

Others Institutions Holding IWR

# of Institutions

1,608

Shares Held

377M

Call Options Held

198K

Put Options Held

37.3K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Hilltop Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History