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 12,828 shares of IWR stock, worth $1.19 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
12,828
Previous 12,791 0.29%
Holding current value
$1.19 Million
Previous $1.09 Billion 8.43%
% of portfolio
0.89%
Previous 1.04%

Shares

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

About ISHARES RUSSELL MID-CAP ETF


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