Nvest Financial, LLC Ishares Russell Mid Cap ETF Transaction History

Nvest Financial, LLC

$177 Million
Q2 2025

A detailed history of Nvest Financial, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Nvest Financial, LLC holds 20,339 shares of IWR stock, worth $1.92 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

20,339

Previous 37,289 45.46%

Holding current value

$1.92 Million

Previous $3.17 Million 41.05%

% of portfolio

1.06%

Previous 1.79%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$74.88 - $91.97 $1.27 Million - $1.56 Million	-16,950 Reduced 45.46%	20,339 $1.87 Million
Q1 2025 Apr 23, 2025	SELL	$82.81 - $92.93 $136,139 - $152,776	-1,644 Reduced 4.22%	37,289 $3.17 Million
Q4 2024 Jan 22, 2025	BUY	$87.25 - $95.52 $19,456 - $21,300	223 Added 0.58%	38,933 $3.44 Million
Q3 2024 Oct 09, 2024	SELL	$79.92 - $88.19 $64,575 - $71,257	-808 Reduced 2.04%	38,710 $3.41 Million
Q2 2024 Jul 19, 2024	BUY	$78.66 - $83.59 $128,530 - $136,586	1,634 Added 4.31%	39,518 $3.2 Million
Q1 2024 Apr 18, 2024	BUY	$75.37 - $84.09 $40,775 - $45,492	541 Added 1.45%	37,884 $3.19 Million
Q4 2023 Jan 22, 2024	BUY	$64.84 - $78.27 $973,637 - $1.18 Million	15,016 Added 67.25%	37,343 $2.9 Million
Q3 2023 Oct 13, 2023	BUY	$68.54 - $75.91 $64,907 - $71,886	947 Added 4.43%	22,327 $1.55 Million
Q2 2023 Jul 20, 2023	BUY	$67.49 - $73.03 $109,063 - $118,016	1,616 Added 8.18%	21,380 $1.56 Million
Q1 2023 Apr 14, 2023	BUY	$66.27 - $75.04 $417,037 - $472,226	6,293 Added 46.72%	19,764 $1.38 Million
Q4 2022 Jan 19, 2023	SELL	$62.09 - $71.89 $7,078 - $8,195	-114 Reduced 0.84%	13,471 $0
Q3 2022 Oct 13, 2022	SELL	$62.15 - $74.82 $334,367 - $402,531	-5,380 Reduced 28.37%	13,585 $844,000
Q2 2022 Jul 13, 2022	SELL	$62.75 - $78.76 $49,635 - $62,299	-791 Reduced 4.0%	18,965 $1.23 Million
Q1 2022 Apr 26, 2022	BUY	$72.29 - $82.89 $1.43 Million - $1.64 Million	19,756 New	19,756 $1.54 Million

Others Institutions Holding IWR

# of Institutions

1,571

Shares Held

371M

Call Options Held

151K

Put Options Held

30.8K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Nvest Financial, LLC Ishares Russell Mid Cap ETF Transaction History