Stephenson & Company, Inc. Ishares Russell Mid Cap ETF Transaction History

Stephenson & Company, Inc.

  • $165 Billion
  • Q2 2025

A detailed history of Stephenson & Company, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Stephenson & Company, Inc. holds 2,750 shares of IWR stock, worth $258,555. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,750
Previous 2,850 3.51%
Holding current value
$258,555
Previous $242 Million 4.32%
% of portfolio
0.15%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$74.88 - $91.97 $7,488 - $9,197
-100 Reduced 3.51%
2,750 $253 Million
Q3 2024

Oct 25, 2024
BUY
$79.92 - $88.19 $1,278 - $1,411
16 Added 0.56%
2,850 $251 Million
Q2 2024

Aug 06, 2024
BUY
$78.66 - $83.59 $3,067 - $3,260
39 Added 1.4%
2,834 $230 Million
Q1 2024

Apr 30, 2024
BUY
$75.37 - $84.09 $7,160 - $7,988
95 Added 3.52%
2,795 $235 Million
Q4 2023

Jan 31, 2024
BUY
$64.84 - $78.27 $175,068 - $211,329
2,700 New
2,700 $210 Million

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
Track This Portfolio

Track Stephenson & Company, Inc. Portfolio

Follow Stephenson & Company, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stephenson & Company, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stephenson & Company, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email