A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 452,792 shares of IWR stock, worth $41.6 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
452,792
Previous 457,550 1.04%
Holding current value
$41.6 Million
Previous $38.5 Million 4.58%
% of portfolio
0.39%
Previous 0.43%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$78.66 - $83.59 $374,264 - $397,721
-4,758 Reduced 1.04%
452,792 $36.7 Million
Q1 2024

May 15, 2024

BUY
$75.37 - $84.09 $239,450 - $267,153
3,177 Added 0.7%
457,550 $38.5 Million
Q4 2023

Feb 12, 2024

BUY
$64.84 - $78.27 $667,527 - $805,789
10,295 Added 2.32%
454,373 $35.3 Million
Q3 2023

Nov 13, 2023

SELL
$68.54 - $75.91 $377,929 - $418,567
-5,514 Reduced 1.23%
444,078 $30.8 Million
Q2 2023

Aug 14, 2023

SELL
$67.49 - $73.03 $266,585 - $288,468
-3,950 Reduced 0.87%
449,592 $32.8 Million
Q1 2023

May 15, 2023

BUY
$66.27 - $75.04 $587,417 - $665,154
8,864 Added 1.99%
453,542 $31.7 Million
Q4 2022

Feb 15, 2023

BUY
$62.09 - $71.89 $145,352 - $168,294
2,341 Added 0.53%
444,678 $30 Million
Q3 2022

Nov 10, 2022

BUY
$62.15 - $74.82 $207,829 - $250,198
3,344 Added 0.76%
442,337 $27.5 Million
Q2 2022

Aug 04, 2022

SELL
$62.75 - $78.76 $579,998 - $727,978
-9,243 Reduced 2.06%
438,993 $28.4 Million
Q1 2022

May 02, 2022

BUY
$72.29 - $82.89 $49,446 - $56,696
684 Added 0.15%
448,236 $35 Million
Q4 2021

Feb 08, 2022

BUY
$78.41 - $85.28 $243,149 - $264,453
3,101 Added 0.7%
447,552 $37.2 Million
Q3 2021

Nov 12, 2021

BUY
$76.44 - $82.59 $806,900 - $871,820
10,556 Added 2.43%
444,451 $34.8 Million
Q2 2021

Aug 13, 2021

SELL
$74.82 - $79.61 $858,783 - $913,763
-11,478 Reduced 2.58%
433,895 $34.4 Million
Q1 2021

May 14, 2021

BUY
$67.45 - $75.68 $1.57 Million - $1.76 Million
23,312 Added 5.52%
445,373 $32.9 Million
Q4 2020

Feb 11, 2021

BUY
$57.75 - $68.61 $302,321 - $359,173
5,235 Added 1.26%
422,061 $28.9 Million
Q3 2020

Oct 30, 2020

BUY
$53.47 - $60.19 $207,196 - $233,236
3,875 Added 0.94%
416,826 $23.9 Million
Q2 2020

Aug 06, 2020

SELL
$40.64 - $57.63 $148,701 - $210,868
-3,659 Reduced 0.88%
412,951 $22.1 Million
Q1 2020

Apr 29, 2020

SELL
$36.81 - $61.96 $132,331 - $222,746
-3,595 Reduced 0.86%
416,610 $18 Million
Q4 2019

Jan 17, 2020

SELL
$54.12 - $59.69 $65,214 - $71,926
-1,205 Reduced 0.29%
420,205 $25.1 Million
Q3 2019

Oct 30, 2019

SELL
$53.6 - $57.42 $218,634 - $234,216
-4,079 Reduced 0.96%
421,410 $23.6 Million
Q2 2019

Jul 25, 2019

BUY
$52.53 - $56.11 $613,130 - $654,915
11,672 Added 2.82%
425,489 $23.8 Million
Q1 2019

Apr 30, 2019

BUY
$45.53 - $54.18 $175,244 - $208,538
3,849 Added 0.94%
413,817 $22.3 Million
Q4 2018

Jan 15, 2019

BUY
$43.7 - $54.95 $13.5 Million - $17 Million
309,658 Added 308.7%
409,968 $19.1 Million
Q3 2018

Oct 23, 2018

BUY
$52.87 - $56.02 $5.18 Million - $5.49 Million
97,924 Added 4104.11%
100,310 $22.1 Million
Q2 2018

Jul 20, 2018

SELL
$50.43 - $54.42 $13,868 - $14,965
-275 Reduced 10.33%
2,386 $506,000
Q1 2018

Apr 20, 2018

SELL
$49.67 - $55.0 $42,517 - $47,080
-856 Reduced 24.34%
2,661 $549,000
Q4 2017

Jan 19, 2018

BUY
$49.53 - $52.32 $16,196 - $17,108
327 Added 10.25%
3,517 $732,000
Q3 2017

Nov 22, 2017

BUY
$48.84 - $49.29 $122,100 - $123,225
2,500 Added 362.32%
3,190 $628,000
Q2 2017

Nov 22, 2017

BUY
N/A
188 Added 37.45%
690 $132,000
Q1 2017

Nov 22, 2017

BUY
N/A
502
502 $93,000

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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