Lutz Financial Services LLC Ishares Russell Mid Cap ETF Transaction History

Lutz Financial Services LLC

$1.29 Billion
Q2 2025

A detailed history of Lutz Financial Services LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Lutz Financial Services LLC holds 4,068 shares of IWR stock, worth $386,785. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,068

Previous 4,068 -0.0%

Holding current value

$386,785

Previous $346,000 8.09%

% of portfolio

0.03%

Previous 0.03%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 07, 2024	SELL	$64.84 - $78.27 $2,982 - $3,600	-46 Reduced 1.12%	4,068 $316,000
Q3 2023 Nov 03, 2023	SELL	$68.54 - $75.91 $15,147 - $16,776	-221 Reduced 5.1%	4,114 $284,000
Q2 2023 Aug 07, 2023	BUY	$67.49 - $73.03 $1,484 - $1,606	22 Added 0.51%	4,335 $316,000
Q4 2022 Feb 06, 2023	BUY	$62.09 - $71.89 $2,173 - $2,516	35 Added 0.82%	4,313 $290,000
Q2 2022 Jul 20, 2022	BUY	$62.75 - $78.76 $753 - $945	12 Added 0.28%	4,278 $277,000
Q1 2022 Apr 25, 2022	BUY	$72.29 - $82.89 $722 - $828	10 Added 0.23%	4,266 $333,000
Q4 2021 Jan 19, 2022	BUY	$78.41 - $85.28 $1,803 - $1,961	23 Added 0.54%	4,256 $353,000
Q2 2021 Jul 26, 2021	BUY	$74.82 - $79.61 $1,197 - $1,273	16 Added 0.38%	4,233 $335,000
Q1 2021 Apr 27, 2021	SELL	$67.45 - $75.68 $14,973 - $16,800	-222 Reduced 5.0%	4,217 $312,000
Q4 2020 Feb 12, 2021	SELL	$57.75 - $68.61 $12,185 - $14,476	-211 Reduced 4.54%	4,439 $304,000
Q3 2020 Nov 05, 2020	BUY	$53.47 - $60.19 $748 - $842	14 Added 0.3%	4,650 $267,000
Q2 2020 Jul 28, 2020	SELL	$40.64 - $57.63 $3,373 - $4,783	-83 Reduced 1.76%	4,636 $248,000
Q1 2020 Apr 27, 2020	SELL	$36.81 - $61.96 $4,233 - $7,125	-115 Reduced 2.38%	4,719 $204,000
Q4 2019 Feb 03, 2020	BUY	$54.12 - $59.69 $1,677 - $1,850	31 Added 0.65%	4,834 $288,000
Q2 2019 Aug 13, 2019	BUY	$52.53 - $56.11 $682 - $729	13 Added 0.27%	4,803 $268,000
Q1 2019 May 06, 2019	BUY	$45.53 - $54.18 $591 - $704	13 Added 0.27%	4,790 $258,000
Q4 2018 Feb 13, 2019	BUY	$43.7 - $54.95 $155,790 - $195,896	3,565 Added 294.14%	4,777 $222,000
Q3 2018 Nov 13, 2018	BUY	$52.87 - $56.02 $211 - $224	4 Added 0.33%	1,212 $267,000
Q1 2018 Apr 17, 2018	BUY	$49.67 - $55.0 $149 - $165	3 Added 0.25%	1,208 $249,000
Q4 2017 Apr 17, 2018	BUY	$49.53 - $52.32 $59,683 - $63,045	1,205	1,205 $251,000

Others Institutions Holding IWR

# of Institutions

1,617

Shares Held

377M

Call Options Held

198K

Put Options Held

37.3K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
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Lutz Financial Services LLC Ishares Russell Mid Cap ETF Transaction History