U.S. Capital Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

U.S. Capital Wealth Advisors, LLC

  • $3.44 Billion
  • Q3 2025

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 20,356 shares of IWR stock, worth $1.94 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
20,356
Previous 21,254 4.23%
Holding current value
$1.94 Million
Previous $1.95 Million 0.56%
% of portfolio
0.06%
Previous 0.06%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
SELL
$92.26 - $97.51 $82,849 - $87,563
-898 Reduced 4.23%
20,356 $1.97 Million
Q2 2025

Jul 14, 2025
BUY
$74.88 - $91.97 $8,161 - $10,024
109 Added 0.52%
21,254 $1.95 Million
Q1 2025

Apr 29, 2025
BUY
$82.81 - $92.93 $31,053 - $34,848
375 Added 1.81%
21,145 $1.8 Million
Q4 2024

Jan 24, 2025
BUY
$87.25 - $95.52 $124,942 - $136,784
1,432 Added 7.41%
20,770 $1.84 Million
Q3 2024

Oct 22, 2024
BUY
$79.92 - $88.19 $7,512 - $8,289
94 Added 0.49%
19,338 $1.7 Million
Q2 2024

Jul 11, 2024
BUY
$78.66 - $83.59 $469,600 - $499,032
5,970 Added 44.98%
19,244 $1.56 Million
Q1 2024

May 10, 2024
BUY
$75.37 - $84.09 $198,599 - $221,577
2,635 Added 24.77%
13,274 $1.12 Million
Q4 2023

Feb 06, 2024
SELL
$64.84 - $78.27 $8,429 - $10,175
-130 Reduced 1.21%
10,639 $826,000
Q3 2023

Oct 19, 2023
BUY
$68.54 - $75.91 $14,941 - $16,548
218 Added 2.07%
10,769 $745,000
Q2 2023

Aug 04, 2023
BUY
$67.49 - $73.03 $1,687 - $1,825
25 Added 0.24%
10,551 $770,000
Q1 2023

May 11, 2023
BUY
$66.27 - $75.04 $2,319 - $2,626
35 Added 0.33%
10,526 $735,000
Q4 2022

Feb 03, 2023
BUY
$62.09 - $71.89 $5,463 - $6,326
88 Added 0.85%
10,491 $707,000
Q3 2022

Nov 01, 2022
BUY
$62.15 - $74.82 $435 - $523
7 Added 0.07%
10,403 $647,000
Q2 2022

Aug 12, 2022
BUY
$62.75 - $78.76 $89,858 - $112,784
1,432 Added 15.98%
10,396 $672,000
Q1 2022

May 12, 2022
SELL
$72.29 - $82.89 $159,833 - $183,269
-2,211 Reduced 19.79%
8,964 $700,000
Q4 2021

Jan 21, 2022
BUY
$78.41 - $85.28 $173,364 - $188,554
2,211 Added 24.67%
11,175 $928,000
Q3 2021

Nov 01, 2021
BUY
$76.44 - $82.59 $685,208 - $740,336
8,964 New
8,964 $701,000

Others Institutions Holding IWR

# of Institutions
1,605
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 U.S. Capital Wealth Advisors, LLC Portfolio

Follow U.S. Capital Wealth Advisors, LLC 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 U.S. Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on U.S. Capital Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email