Moulton Wealth Management, Inc Ishares Russell Mid Cap ETF Transaction History

Moulton Wealth Management, Inc

  • $137 Million
  • Q3 2025

A detailed history of Moulton Wealth Management, Inc transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 15,980 shares of IWR stock, worth $1.55 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
15,980
Previous 13,617 17.35%
Holding current value
$1.55 Million
Previous $1.25 Million 23.16%
% of portfolio
1.12%
Previous 0.95%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
BUY
$92.26 - $97.51 $218,010 - $230,416
2,363 Added 17.35%
15,980 $1.54 Million
Q2 2025

Jul 07, 2025
BUY
$74.88 - $91.97 $1.02 Million - $1.25 Million
13,617 New
13,617 $1.25 Million
Q4 2024

Jan 16, 2025
BUY
$87.25 - $95.52 $1.37 Million - $1.5 Million
15,663 New
15,663 $1.38 Million
Q2 2021

Jul 20, 2021
SELL
$74.82 - $79.61 $397,219 - $422,649
-5,309 Closed
0 $0
Q1 2021

Apr 08, 2021
BUY
$67.45 - $75.68 $358,092 - $401,785
5,309 New
5,309 $403,000

Others Institutions Holding IWR

# of Institutions
1,608
Shares Held
377M
Call Options Held
198K
Put Options Held
37.3K
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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