Spire Wealth Management Ishares Russell Mid Cap ETF Transaction History

Spire Wealth Management

$2.7 Billion
Q2 2025

A detailed history of Spire Wealth Management transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Spire Wealth Management holds 37,985 shares of IWR stock, worth $3.61 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

37,985

Previous 38,062 0.2%

Holding current value

$3.61 Million

Previous $3.24 Million 7.91%

% of portfolio

0.13%

Previous 0.11%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$74.88 - $91.97 $5,765 - $7,081	-77 Reduced 0.2%	37,985 $3.49 Million
Q1 2025 Apr 23, 2025	SELL	$82.81 - $92.93 $29,563 - $33,176	-357 Reduced 0.93%	38,062 $3.24 Million
Q4 2024 Jan 24, 2025	SELL	$87.25 - $95.52 $54,356 - $59,508	-623 Reduced 1.6%	38,419 $3.4 Million
Q3 2024 Oct 15, 2024	SELL	$79.92 - $88.19 $115,564 - $127,522	-1,446 Reduced 3.57%	39,042 $3.44 Million
Q2 2024 Jul 31, 2024	BUY	$78.66 - $83.59 $19,271 - $20,479	245 Added 0.61%	40,488 $3.28 Million
Q1 2024 Apr 24, 2024	SELL	$75.37 - $84.09 $51,100 - $57,013	-678 Reduced 1.66%	40,243 $3.38 Million
Q4 2023 Feb 06, 2024	SELL	$64.84 - $78.27 $11,347 - $13,697	-175 Reduced 0.43%	40,921 $3.18 Million
Q3 2023 Nov 08, 2023	SELL	$68.54 - $75.91 $14,461 - $16,017	-211 Reduced 0.51%	41,096 $2.85 Million
Q2 2023 Aug 09, 2023	BUY	$67.49 - $73.03 $25,443 - $27,532	377 Added 0.92%	41,307 $3.02 Million
Q1 2023 May 09, 2023	BUY	$66.27 - $75.04 $13,121 - $14,857	198 Added 0.49%	40,930 $2.86 Million
Q4 2022 Feb 03, 2023	BUY	$62.09 - $71.89 $151,934 - $175,914	2,447 Added 6.39%	40,732 $2.75 Million
Q3 2022 Nov 07, 2022	SELL	$62.15 - $74.82 $106,773 - $128,540	-1,718 Reduced 4.29%	38,285 $2.38 Million
Q2 2022 Jul 22, 2022	BUY	$62.75 - $78.76 $53,588 - $67,261	854 Added 2.18%	40,003 $2.59 Million
Q1 2022 Apr 18, 2022	SELL	$72.29 - $82.89 $167,062 - $191,558	-2,311 Reduced 5.57%	39,149 $3.06 Million
Q4 2021 Jan 14, 2022	BUY	$78.41 - $85.28 $204,728 - $222,666	2,611 Added 6.72%	41,460 $3.44 Million
Q3 2021 Oct 22, 2021	SELL	$76.44 - $82.59 $2,751 - $2,973	-36 Reduced 0.09%	38,849 $3.04 Million
Q2 2021 Jul 26, 2021	SELL	$74.82 - $79.61 $178,744 - $190,188	-2,389 Reduced 5.79%	38,885 $3.08 Million
Q1 2021 May 21, 2021	BUY	$67.45 - $75.68 $2.78 Million - $3.12 Million	41,274 New	41,274 $3.05 Million

Others Institutions Holding IWR

# of Institutions

1,604

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Account

Spire Wealth Management Ishares Russell Mid Cap ETF Transaction History