Cassia Capital Partners, LLC Ishares Russell Mid Cap ETF Transaction History

Cassia Capital Partners, LLC

$181 Million
Q4 2025

A detailed history of Cassia Capital Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Cassia Capital Partners, LLC holds 6,578 shares of IWR stock, worth $622,410. This represents 0.34% of its overall portfolio holdings.

Number of Shares

6,578

Previous 6,838 3.8%

Holding current value

$622,410

Previous $660,000 5.76%

% of portfolio

0.34%

Previous 0.36%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	SELL	$94.02 - $97.61 $24,445 - $25,378	-260 Reduced 3.8%	6,578 $622,000
Q3 2025 Oct 27, 2025	SELL	$92.26 - $97.51 $41,701 - $44,074	-452 Reduced 6.2%	6,838 $660,000
Q2 2025 Jul 15, 2025	SELL	$74.88 - $91.97 $4,268 - $5,242	-57 Reduced 0.78%	7,290 $670,000
Q1 2025 Apr 22, 2025	SELL	$82.81 - $92.93 $45,131 - $50,646	-545 Reduced 6.91%	7,347 $625,000
Q4 2024 Jan 27, 2025	BUY	$87.25 - $95.52 $290,368 - $317,890	3,328 Added 72.92%	7,892 $697,000

Q4 2021 Feb 14, 2022	BUY	$78.41 - $85.28 $357,863 - $389,217	4,564 New	4,564 $379,000
Q3 2021 Nov 12, 2021	SELL	$76.44 - $82.59 $372,721 - $402,708	-4,876 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$57.75 - $68.61 $281,589 - $334,542	4,876 New	4,876 $334,000

Others Institutions Holding IWR

# of Institutions

1,654

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

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Cassia Capital Partners, LLC Ishares Russell Mid Cap ETF Transaction History