Marshall & Sterling Wealth Advisors Inc. Ishares Russell Mid Cap ETF Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 3,042 shares of IWR stock, worth $273,445. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,042
Previous 3,033 0.3%
Holding current value
$273,445
Previous $268 Million 3.47%
% of portfolio
0.18%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$82.81 - $92.93 $745 - $836
9 Added 0.3%
3,042 $259 Million
Q4 2024

Feb 14, 2025
BUY
$87.25 - $95.52 $264,629 - $289,712
3,033 New
3,033 $268 Million

Others Institutions Holding IWR

# of Institutions
1,538
Shares Held
382M
Call Options Held
151K
Put Options Held
164K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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