Litman Gregory Wealth Management LLC Ishares Russell Mid Cap ETF Transaction History

Litman Gregory Wealth Management LLC

$1.27 Billion
Q2 2025

A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 25,653 shares of IWR stock, worth $2.38 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

25,653

Previous 25,476 0.69%

Holding current value

$2.38 Million

Previous $2.17 Million 8.86%

% of portfolio

0.19%

Previous 0.19%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$74.88 - $91.97 $13,253 - $16,278	177 Added 0.69%	25,653 $2.36 Million
Q4 2024 Jan 23, 2025	BUY	$87.25 - $95.52 $49,296 - $53,968	565 Added 2.27%	25,476 $2.25 Million
Q1 2024 May 03, 2024	SELL	$75.37 - $84.09 $1,055 - $1,177	-14 Reduced 0.06%	24,911 $2.09 Million
Q3 2023 Oct 23, 2023	BUY	$68.54 - $75.91 $1.71 Million - $1.89 Million	24,925 New	24,925 $1.73 Million
Q1 2022 May 04, 2022	SELL	$72.29 - $82.89 $187,664 - $215,182	-2,596 Closed	0 $0
Q3 2021 Nov 03, 2021	BUY	$76.44 - $82.59 $182,691 - $197,390	2,390 Added 1160.19%	2,596 $203,000
Q2 2021 Jul 27, 2021	SELL	$74.82 - $79.61 $178,819 - $190,267	-2,390 Reduced 92.06%	206 $206,000
Q3 2020 Nov 03, 2020	SELL	$53.47 - $60.19 $695,110 - $782,470	-13,000 Reduced 83.35%	2,596 $149,000
Q1 2020 Apr 28, 2020	SELL	$36.81 - $61.96 $11,668 - $19,641	-317 Reduced 1.99%	15,596 $673,000
Q4 2019 Jan 30, 2020	SELL	$54.12 - $59.69 $65,755 - $72,523	-1,215 Reduced 7.09%	15,913 $949,000
Q1 2019 Apr 30, 2019	BUY	$45.53 - $54.18 $11,291 - $13,436	248 Added 1.47%	17,128 $924,000
Q4 2018 Feb 01, 2019	BUY	$43.7 - $54.95 $595,631 - $748,968	13,630 Added 419.38%	16,880 $785,000
Q2 2018 Aug 09, 2018	BUY	$50.43 - $54.42 $163,897 - $176,865	3,250 New	3,250 $689,000

Others Institutions Holding IWR

# of Institutions

1,585

Shares Held

369M

Call Options Held

151K

Put Options Held

30.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Litman Gregory Wealth Management LLC Ishares Russell Mid Cap ETF Transaction History