Wedgewood Investors Inc Ishares Russell Mid Cap ETF Transaction History

Wedgewood Investors Inc

  • $85.5 Million
  • Q2 2025

A detailed history of Wedgewood Investors Inc transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Wedgewood Investors Inc holds 3,485 shares of IWR stock, worth $327,659. This represents 0.37% of its overall portfolio holdings.

Number of Shares
3,485
Previous 3,680 5.3%
Holding current value
$327,659
Previous $313,000 2.24%
% of portfolio
0.37%
Previous 0.37%

Shares

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

Jul 30, 2025
SELL
$74.88 - $91.97 $14,601 - $17,934
-195 Reduced 5.3%
3,485 $320,000
Q1 2025

Apr 29, 2025
SELL
$82.81 - $92.93 $13,249 - $14,868
-160 Reduced 4.17%
3,680 $313,000
Q4 2024

Jan 30, 2025
SELL
$87.25 - $95.52 $14,396 - $15,760
-165 Reduced 4.12%
3,840 $339,000
Q3 2024

Oct 31, 2024
SELL
$79.92 - $88.19 $24,695 - $27,250
-309 Reduced 7.16%
4,005 $353,000
Q2 2024

Jul 25, 2024
SELL
$78.66 - $83.59 $121,136 - $128,728
-1,540 Reduced 26.31%
4,314 $349,000
Q3 2023

Nov 06, 2023
SELL
$68.54 - $75.91 $6,854 - $7,591
-100 Reduced 1.68%
5,854 $405,000
Q2 2023

Aug 03, 2023
SELL
$67.49 - $73.03 $8,908 - $9,639
-132 Reduced 2.17%
5,954 $434,000
Q3 2022

Oct 31, 2022
SELL
$62.15 - $74.82 $6,215 - $7,481
-100 Reduced 1.62%
6,086 $378,000
Q2 2022

Jul 29, 2022
SELL
$62.75 - $78.76 $13,177 - $16,539
-210 Reduced 3.28%
6,186 $400,000
Q4 2020

Feb 04, 2021
SELL
$57.75 - $68.61 $3,465 - $4,116
-60 Reduced 0.93%
6,396 $438,000
Q1 2019

Apr 29, 2019
SELL
$45.53 - $54.18 $2,731 - $3,250
-60 Reduced 0.92%
6,456 $348,000
Q4 2018

Jan 29, 2019
BUY
$43.7 - $54.95 $213,561 - $268,540
4,887 Added 300.0%
6,516 $303,000
Q3 2017

Oct 31, 2017
BUY
$48.84 - $49.29 $79,560 - $80,293
1,629
1,629 $321,000

Others Institutions Holding IWR

# of Institutions
1,608
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 Wedgewood Investors Inc Portfolio

Follow Wedgewood Investors Inc 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 Wedgewood Investors Inc , based on Form 13F filings with the SEC.

News

Stay updated on Wedgewood Investors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email