Frank, Rimerman Advisors LLC Ishares Russell Mid Cap ETF Transaction History

Frank, Rimerman Advisors LLC

$1.53 Billion
Q3 2025

A detailed history of Frank, Rimerman Advisors LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Frank, Rimerman Advisors LLC holds 28,028 shares of IWR stock, worth $2.65 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

28,028

Previous 27,992 0.13%

Holding current value

$2.65 Million

Previous $2.57 Million 5.13%

% of portfolio

0.18%

Previous 0.18%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$92.26 - $97.51 $3,321 - $3,510	36 Added 0.13%	28,028 $2.71 Million
Q2 2025 Aug 11, 2025	BUY	$74.88 - $91.97 $2,471 - $3,035	33 Added 0.12%	27,992 $2.57 Million
Q1 2025 May 12, 2025	SELL	$82.81 - $92.93 $61,941 - $69,511	-748 Reduced 2.61%	27,959 $2.38 Million
Q4 2024 Feb 10, 2025	SELL	$87.25 - $95.52 $12,389 - $13,563	-142 Reduced 0.49%	28,707 $2.54 Million
Q3 2024 Oct 24, 2024	BUY	$79.92 - $88.19 $3,916 - $4,321	49 Added 0.17%	28,849 $2.54 Million

Q2 2024 Aug 13, 2024	BUY	$78.66 - $83.59 $2,359 - $2,507	30 Added 0.1%	28,800 $2.34 Million
Q1 2024 May 09, 2024	SELL	$75.37 - $84.09 $12,812 - $14,295	-170 Reduced 0.59%	28,770 $2.42 Million
Q4 2023 Feb 13, 2024	BUY	$64.84 - $78.27 $6,743 - $8,140	104 Added 0.36%	28,940 $2.25 Billion
Q2 2023 Aug 14, 2023	BUY	$67.49 - $73.03 $2,024 - $2,190	30 Added 0.1%	28,836 $2.11 Billion
Q1 2023 May 15, 2023	BUY	$66.27 - $75.04 $1.91 Million - $2.16 Million	28,806 New	28,806 $2.01 Billion
Q4 2022 Sep 07, 2023	BUY	$62.09 - $71.89 $7,016 - $8,123	113 Added 0.39%	28,764 $1.94 Billion
Q2 2022 Sep 07, 2023	BUY	$62.75 - $78.76 $2,259 - $2,835	36 Added 0.13%	28,651 $1.85 Billion
Q1 2022 Sep 07, 2023	BUY	$72.29 - $82.89 $2,168 - $2,486	30 Added 0.1%	28,615 $2.23 Billion
Q4 2021 Sep 07, 2023	BUY	$78.41 - $85.28 $5,802 - $6,310	74 Added 0.26%	28,585 $2.37 Billion
Q3 2021 Sep 07, 2023	SELL	$76.44 - $82.59 $24,843 - $26,841	-325 Reduced 1.13%	28,511 $2.23 Billion
Q4 2020 Sep 13, 2023	SELL	$57.75 - $68.61 $18,768 - $22,298	-325 Reduced 1.13%	28,511 $1.95 Billion

Others Institutions Holding IWR

# of Institutions

1,633

Shares Held

391M

Call Options Held

208K

Put Options Held

28.7K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Frank, Rimerman Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Frank, Rimerman Advisors LLC with notifications on news.

Account

Frank, Rimerman Advisors LLC Ishares Russell Mid Cap ETF Transaction History