Lodestar Private Asset Management LLC Ishares Russell Mid Cap ETF Transaction History

Lodestar Private Asset Management LLC

$948 Million
Q3 2025

A detailed history of Lodestar Private Asset Management LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 98,124 shares of IWR stock, worth $9.28 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares

98,124

Previous 95,864 2.36%

Holding current value

$9.28 Million

Previous $8.82 Million 7.45%

% of portfolio

1.0%

Previous 1.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$92.26 - $97.51 $208,507 - $220,372	2,260 Added 2.36%	98,124 $9.47 Million
Q2 2025 Jul 25, 2025	BUY	$74.88 - $91.97 $181,284 - $222,659	2,421 Added 2.59%	95,864 $8.82 Million
Q1 2025 Apr 25, 2025	BUY	$82.81 - $92.93 $76,350 - $85,681	922 Added 1.0%	93,443 $7.95 Million
Q4 2024 Jan 28, 2025	SELL	$87.25 - $95.52 $698 - $764	-8 Reduced 0.01%	92,521 $8.18 Million
Q3 2024 Oct 25, 2024	SELL	$79.92 - $88.19 $88,151 - $97,273	-1,103 Reduced 1.18%	92,529 $8.16 Million
Q2 2024 Jul 30, 2024	SELL	$78.66 - $83.59 $55,848 - $59,348	-710 Reduced 0.75%	93,632 $7.59 Million
Q1 2024 Apr 25, 2024	SELL	$75.37 - $84.09 $176,591 - $197,022	-2,343 Reduced 2.42%	94,342 $7.93 Billion
Q4 2023 Jan 29, 2024	SELL	$64.84 - $78.27 $920,144 - $1.11 Million	-14,191 Reduced 12.8%	96,685 $7.52 Billion
Q3 2023 Oct 31, 2023	SELL	$68.54 - $75.91 $1.13 Million - $1.25 Million	-16,506 Reduced 12.96%	110,876 $7.68 Billion
Q2 2023 Jul 27, 2023	SELL	$67.49 - $73.03 $1.04 Million - $1.13 Million	-15,468 Reduced 10.83%	127,382 $9.3 Billion
Q1 2023 Apr 25, 2023	SELL	$66.27 - $75.04 $419,687 - $475,228	-6,333 Reduced 4.25%	142,850 $9.99 Billion
Q4 2022 Feb 02, 2023	BUY	$62.09 - $71.89 $9.26 Million - $10.7 Million	149,183 New	149,183 $10.1 Billion

Others Institutions Holding IWR

# of Institutions

1,631

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lodestar Private Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestar Private Asset Management LLC with notifications on news.

Account

Lodestar Private Asset Management LLC Ishares Russell Mid Cap ETF Transaction History