A detailed history of Wise Wealth Partners transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Wise Wealth Partners holds 6,170 shares of IWR stock, worth $575,290. This represents 0.95% of its overall portfolio holdings.

Number of Shares
6,170
Previous 3,484 77.1%
Holding current value
$575,290
Previous $296 Million 91.46%
% of portfolio
0.95%
Previous 0.71%

Shares

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

Jul 23, 2025

BUY
$74.88 - $91.97 $201,127 - $247,031
2,686 Added 77.1%
6,170 $567 Million
Q1 2025

Apr 25, 2025

SELL
$82.81 - $92.93 $2,235 - $2,509
-27 Reduced 0.77%
3,484 $296 Million
Q4 2024

Feb 14, 2025

BUY
$87.25 - $95.52 $306,334 - $335,370
3,511 New
3,511 $310 Million

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Wise Wealth Partners Portfolio

Follow Wise Wealth Partners 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 Wise Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Wise Wealth Partners with notifications on news.