Sunbeam Capital Management, LLC Ishares Russell Mid Cap ETF Transaction History

Sunbeam Capital Management, LLC

$161 Billion
Q3 2025

A detailed history of Sunbeam Capital Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Sunbeam Capital Management, LLC holds 12,871 shares of IWR stock, worth $1.22 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

12,871

Previous 12,828 0.34%

Holding current value

$1.22 Million

Previous $1.18 Billion 5.33%

% of portfolio

0.77%

Previous 0.89%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$92.26 - $97.51 $3,967 - $4,192	43 Added 0.34%	12,871 $1.24 Billion
Q2 2025 Jul 23, 2025	BUY	$74.88 - $91.97 $2,770 - $3,402	37 Added 0.29%	12,828 $1.18 Billion
Q1 2025 May 06, 2025	BUY	$82.81 - $92.93 $3,229 - $3,624	39 Added 0.31%	12,791 $1.09 Billion
Q4 2024 Feb 20, 2025	BUY	$87.25 - $95.52 $1.11 Million - $1.22 Million	12,752 New	12,752 $1.13 Billion

Others Institutions Holding IWR

# of Institutions

1,635

Shares Held

391M

Call Options Held

208K

Put Options Held

28.7K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Sunbeam Capital Management, LLC Ishares Russell Mid Cap ETF Transaction History