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

Wsfs Capital Management, LLC

  • $1.79 Billion
  • Q2 2025

A detailed history of Wsfs Capital Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Wsfs Capital Management, LLC holds 33,610 shares of IWR stock, worth $3.2 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
33,610
Previous 19,081 76.14%
Holding current value
$3.2 Million
Previous $1.62 Million 90.45%
% of portfolio
0.17%
Previous 0.1%

Shares

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

Aug 06, 2025
BUY
$74.88 - $91.97 $1.09 Million - $1.34 Million
14,529 Added 76.14%
33,610 $3.09 Million
Q1 2025

May 02, 2025
BUY
$82.81 - $92.93 $1.58 Million - $1.77 Million
19,081 New
19,081 $1.62 Million
Q3 2023

Nov 07, 2023
SELL
$68.54 - $75.91 $136,600 - $151,288
-1,993 Reduced 22.55%
6,846 $474,000
Q2 2023

Aug 11, 2023
BUY
$67.49 - $73.03 $13,767 - $14,898
204 Added 2.36%
8,839 $645,000
Q4 2020

Feb 02, 2021
BUY
$57.75 - $68.61 $498,671 - $592,447
8,635 New
8,635 $592,000

Others Institutions Holding IWR

# of Institutions
1,616
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
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