Moser Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Moser Wealth Advisors, LLC

$186 Million
Q1 2025

A detailed history of Moser Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Moser Wealth Advisors, LLC holds 84,900 shares of IWR stock, worth $7.14 Million. This represents 3.89% of its overall portfolio holdings.

Number of Shares

84,900

Previous 90,138 5.81%

Holding current value

$7.14 Million

Previous $7.97 Million 9.36%

% of portfolio

3.89%

Previous 4.21%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$82.81 - $92.93 $433,758 - $486,767	-5,238 Reduced 5.81%	84,900 $7.22 Million
Q4 2024 Jan 28, 2025	SELL	$87.25 - $95.52 $274,924 - $300,983	-3,151 Reduced 3.38%	90,138 $7.97 Million
Q3 2024 Nov 05, 2024	SELL	$79.92 - $88.19 $132,587 - $146,307	-1,659 Reduced 1.75%	93,289 $8.22 Million
Q2 2024 Aug 06, 2024	SELL	$78.66 - $83.59 $441,203 - $468,856	-5,609 Reduced 5.58%	94,948 $7.7 Million
Q1 2024 May 01, 2024	SELL	$75.37 - $84.09 $330,120 - $368,314	-4,380 Reduced 4.17%	100,557 $8.46 Million
Q4 2023 Feb 06, 2024	SELL	$64.84 - $78.27 $263,380 - $317,932	-4,062 Reduced 3.73%	104,937 $8.16 Million
Q3 2023 Nov 09, 2023	BUY	$68.54 - $75.91 $14,324 - $15,865	209 Added 0.19%	108,999 $7.55 Million
Q2 2023 Aug 02, 2023	SELL	$67.49 - $73.03 $259,566 - $280,873	-3,846 Reduced 3.41%	108,790 $7.94 Million
Q4 2022 Jan 12, 2023	SELL	$62.09 - $71.89 $81,151 - $93,960	-1,307 Reduced 1.15%	112,636 $7.6 Million
Q3 2022 Nov 03, 2022	SELL	$62.15 - $74.82 $79,862 - $96,143	-1,285 Reduced 1.12%	113,943 $7.08 Million
Q2 2022 Aug 02, 2022	SELL	$62.75 - $78.76 $134,912 - $169,334	-2,150 Reduced 1.83%	115,228 $7.45 Million
Q1 2022 Apr 29, 2022	SELL	$72.29 - $82.89 $151,375 - $173,571	-2,094 Reduced 1.75%	117,378 $9.16 Million
Q4 2021 Jan 19, 2022	BUY	$78.41 - $85.28 $156 - $170	2 Added 0.0%	119,472 $9.92 Million
Q3 2021 Oct 18, 2021	BUY	$76.44 - $82.59 $15,288 - $16,518	200 Added 0.17%	119,470 $9.35 Million
Q2 2021 Jul 29, 2021	BUY	$74.82 - $79.61 $292,246 - $310,956	3,906 Added 3.39%	119,270 $9.45 Million
Q1 2021 May 05, 2021	SELL	$67.45 - $75.68 $70,822 - $79,464	-1,050 Reduced 0.9%	115,364 $8.53 Million
Q4 2020 Jan 29, 2021	SELL	$57.75 - $68.61 $111,746 - $132,760	-1,935 Reduced 1.63%	116,414 $7.98 Million
Q3 2020 Oct 26, 2020	SELL	$53.47 - $60.19 $64,003 - $72,047	-1,197 Reduced 1.0%	118,349 $6.79 Million
Q2 2020 Jul 22, 2020	SELL	$40.64 - $57.63 $61,650 - $87,424	-1,517 Reduced 1.25%	119,546 $6.41 Million
Q1 2020 Apr 30, 2020	SELL	$36.81 - $61.96 $247,731 - $416,990	-6,730 Reduced 5.27%	121,063 $5.23 Million
Q4 2019 Feb 12, 2020	BUY	$54.12 - $59.69 $6.92 Million - $7.63 Million	127,793 New	127,793 $7.62 Million

Others Institutions Holding IWR

# of Institutions

1,542

Shares Held

368M

Call Options Held

180K

Put Options Held

19.1K

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 Moser Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moser Wealth Advisors, LLC with notifications on news.

Account

Moser Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History