A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 18,659 shares of IWR stock, worth $1.77 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
18,659
Previous 27,592 32.38%
Holding current value
$1.77 Million
Previous $2.54 Billion 29.01%
% of portfolio
0.2%
Previous 0.27%

Shares

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

Nov 05, 2025

SELL
$92.26 - $97.51 $824,158 - $871,056
-8,933 Reduced 32.38%
18,659 $1.8 Billion
Q2 2025

Jul 30, 2025

SELL
$74.88 - $91.97 $287,913 - $353,624
-3,845 Reduced 12.23%
27,592 $2.54 Billion
Q1 2025

May 06, 2025

BUY
$82.81 - $92.93 $2.6 Million - $2.92 Million
31,437 New
31,437 $2.67 Billion

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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