Calamos Wealth Management LLC Ishares Russell Mid Cap ETF Transaction History

Calamos Wealth Management LLC

  • $2.63 Billion
  • Q3 2025

A detailed history of Calamos Wealth Management LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Calamos Wealth Management LLC holds 15,617 shares of IWR stock, worth $1.48 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
15,617
Previous 13,888 12.45%
Holding current value
$1.48 Million
Previous $1.28 Million 18.01%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 20, 2025
BUY
$92.26 - $97.51 $159,517 - $168,594
1,729 Added 12.45%
15,617 $1.51 Million
Q2 2025

Jul 29, 2025
BUY
$74.88 - $91.97 $43,280 - $53,158
578 Added 4.34%
13,888 $1.28 Million
Q1 2025

Apr 28, 2025
SELL
$82.81 - $92.93 $9,440 - $10,594
-114 Reduced 0.85%
13,310 $1.13 Million
Q4 2024

Jan 24, 2025
BUY
$87.25 - $95.52 $6,020 - $6,590
69 Added 0.52%
13,424 $1.19 Million
Q3 2024

Nov 12, 2024
SELL
$79.92 - $88.19 $572,706 - $631,969
-7,166 Reduced 34.92%
13,355 $1.18 Million
Q1 2024

May 08, 2024
SELL
$75.37 - $84.09 $523,143 - $583,668
-6,941 Reduced 25.27%
20,521 $1.73 Million
Q4 2023

Jan 31, 2024
BUY
$64.84 - $78.27 $63,737 - $76,939
983 Added 3.71%
27,462 $2.13 Million
Q3 2023

Oct 25, 2023
BUY
$68.54 - $75.91 $24,674 - $27,327
360 Added 1.38%
26,479 $1.83 Million
Q4 2022

Jan 25, 2023
BUY
$62.09 - $71.89 $408,614 - $473,108
6,581 Added 33.68%
26,119 $0
Q1 2021

Apr 12, 2021
SELL
$67.45 - $75.68 $16,862 - $18,920
-250 Reduced 1.26%
19,538 $1.44 Million
Q4 2020

Jan 27, 2021
SELL
$57.75 - $68.61 $23,388 - $27,787
-405 Reduced 2.01%
19,788 $1.36 Million
Q2 2020

Jul 27, 2020
SELL
$40.64 - $57.63 $31,333 - $44,432
-771 Reduced 3.68%
20,193 $1.08 Million
Q1 2020

Apr 28, 2020
BUY
$36.81 - $61.96 $117,497 - $197,776
3,192 Added 17.96%
20,964 $905,000
Q4 2019

Jan 15, 2020
BUY
$54.12 - $59.69 $741,227 - $817,514
13,696 Added 336.02%
17,772 $1.06 Million
Q1 2019

Apr 12, 2019
SELL
$45.53 - $54.18 $34,602 - $41,176
-760 Reduced 15.72%
4,076 $220,000
Q4 2018

Jan 24, 2019
BUY
$43.7 - $54.95 $157,188 - $197,655
3,597 Added 290.31%
4,836 $225,000
Q3 2018

Oct 22, 2018
BUY
$52.87 - $56.02 $65,505 - $69,408
1,239 New
1,239 $273,000

Others Institutions Holding IWR

# of Institutions
1,646
Shares Held
391M
Call Options Held
208K
Put Options Held
28.7K
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 Calamos Wealth Management LLC Portfolio

Follow Calamos Wealth Management 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 Calamos Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Calamos Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email