Mbl Wealth, LLC Ishares Russell Mid Cap ETF Transaction History

Mbl Wealth, LLC

$1.02 Billion
Q3 2025

A detailed history of Mbl Wealth, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Mbl Wealth, LLC holds 17,694 shares of IWR stock, worth $1.68 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

17,694

Previous 17,994 1.67%

Holding current value

$1.68 Million

Previous $1.65 Million 3.26%

% of portfolio

0.17%

Previous 0.18%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	SELL	$92.26 - $97.51 $27,678 - $29,253	-300 Reduced 1.67%	17,694 $1.71 Million
Q2 2025 Jul 22, 2025	SELL	$74.88 - $91.97 $22,464 - $27,591	-300 Reduced 1.64%	17,994 $1.65 Million
Q1 2025 May 21, 2025	SELL	$82.81 - $92.93 $4,140 - $4,646	-50 Reduced 0.27%	18,294 $1.56 Million
Q4 2024 Apr 21, 2025	SELL	$87.25 - $95.52 $8,725 - $9,552	-100 Reduced 0.54%	18,344 $1.62 Million
Q3 2024 Jan 08, 2025	SELL	$79.92 - $88.19 $41,158 - $45,417	-515 Reduced 2.72%	18,444 $1.63 Million
Q2 2024 Jul 19, 2024	SELL	$78.66 - $83.59 $40,903 - $43,466	-520 Reduced 2.67%	18,959 $1.54 Million
Q1 2024 Apr 22, 2024	SELL	$75.37 - $84.09 $30,148 - $33,636	-400 Reduced 2.01%	19,479 $1.64 Million
Q4 2023 Jan 18, 2024	BUY	$64.84 - $78.27 $20,424 - $24,655	315 Added 1.61%	19,879 $1.55 Million
Q3 2023 Oct 11, 2023	SELL	$68.54 - $75.91 $39,273 - $43,496	-573 Reduced 2.85%	19,564 $1.35 Million
Q2 2023 Jul 17, 2023	SELL	$67.49 - $73.03 $23,958 - $25,925	-355 Reduced 1.73%	20,137 $1.47 Million
Q1 2023 Apr 11, 2023	SELL	$66.27 - $75.04 $5,898 - $6,678	-89 Reduced 0.43%	20,492 $1.43 Million
Q4 2022 Jan 12, 2023	SELL	$62.09 - $71.89 $20,179 - $23,364	-325 Reduced 1.55%	20,581 $1.39 Million
Q3 2022 Jan 12, 2023	SELL	$62.15 - $74.82 $9,322 - $11,222	-150 Reduced 0.71%	20,906 $1.3 Million
Q2 2022 Jan 12, 2023	BUY	$62.75 - $78.76 $313 - $393	5 Added 0.02%	21,056 $1.36 Million
Q1 2022 May 02, 2022	BUY	$72.29 - $82.89 $1.52 Million - $1.74 Million	21,051 New	21,051 $1.64 Million
Q3 2021 Oct 25, 2021	SELL	$76.44 - $82.59 $765,470 - $827,056	-10,014 Closed	0 $0
Q1 2021 May 27, 2021	BUY	$67.45 - $75.68 $16,929 - $18,995	251 Added 2.57%	10,014 $740,000
Q4 2020 Feb 16, 2021	BUY	$57.75 - $68.61 $563,813 - $669,839	9,763 New	9,763 $669,000

Others Institutions Holding IWR

# of Institutions

1,605

Shares Held

377M

Call Options Held

198K

Put Options Held

37.3K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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