Legacy Trust Ishares Russell Mid Cap ETF Transaction History

Legacy Trust

$408 Billion
Q2 2025

A detailed history of Legacy Trust transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Legacy Trust holds 21,815 shares of IWR stock, worth $2.03 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

21,815

Previous 21,365 2.11%

Holding current value

$2.03 Million

Previous $1.82 Billion 10.39%

% of portfolio

0.49%

Previous 0.44%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$74.88 - $91.97 $33,696 - $41,386	450 Added 2.11%	21,815 $2.01 Billion
Q1 2025 Apr 16, 2025	BUY	$82.81 - $92.93 $151,128 - $169,597	1,825 Added 9.34%	21,365 $1.82 Billion
Q4 2024 Jan 23, 2025	BUY	$87.25 - $95.52 $47,987 - $52,536	550 Added 2.9%	19,540 $1.73 Billion
Q2 2024 Jul 16, 2024	SELL	$78.66 - $83.59 $5,112 - $5,433	-65 Reduced 0.34%	18,990 $1.54 Billion
Q1 2024 Apr 23, 2024	SELL	$75.37 - $84.09 $200,484 - $223,679	-2,660 Reduced 12.25%	19,055 $1.6 Billion
Q4 2023 Jan 24, 2024	SELL	$64.84 - $78.27 $75,538 - $91,184	-1,165 Reduced 5.09%	21,715 $1.69 Billion
Q3 2023 Oct 16, 2023	SELL	$68.54 - $75.91 $107,607 - $119,178	-1,570 Reduced 6.42%	22,880 $1.58 Billion
Q2 2023 Aug 08, 2023	SELL	$67.49 - $73.03 $87,737 - $94,939	-1,300 Reduced 5.05%	24,450 $1.79 Billion
Q1 2023 Apr 19, 2023	BUY	$66.27 - $75.04 $61,962 - $70,162	935 Added 3.77%	25,750 $1.8 Billion
Q4 2022 Apr 03, 2023	BUY	$62.09 - $71.89 $1.54 Million - $1.78 Million	24,815 New	24,815 $1.67 Billion

Others Institutions Holding IWR

# of Institutions

1,584

Shares Held

370M

Call Options Held

151K

Put Options Held

30.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Trust, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Trust with notifications on news.

Account