Summit Investment Advisors, Inc. Ishares Russell Mid Cap ETF Transaction History

Summit Investment Advisors, Inc.

  • $121 Billion
  • Q2 2025

A detailed history of Summit Investment Advisors, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Summit Investment Advisors, Inc. holds 16,067 shares of IWR stock, worth $1.55 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
16,067
Previous 15,933 0.84%
Holding current value
$1.55 Million
Previous $1.35 Billion 9.67%
% of portfolio
1.22%
Previous 1.2%

Shares

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

Aug 06, 2025
BUY
$74.88 - $91.97 $10,033 - $12,323
134 Added 0.84%
16,067 $1.48 Billion
Q1 2025

May 13, 2025
BUY
$82.81 - $92.93 $41,901 - $47,022
506 Added 3.28%
15,933 $1.35 Billion
Q4 2024

Feb 14, 2025
BUY
$87.25 - $95.52 $1.35 Million - $1.47 Million
15,427 New
15,427 $1.42 Billion

Others Institutions Holding IWR

# of Institutions
1,609
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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