Castle Wealth Management LLC Ishares Russell Mid Cap ETF Transaction History

Castle Wealth Management LLC

  • $214 Million
  • Q3 2025

A detailed history of Castle Wealth Management LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Castle Wealth Management LLC holds 4,960 shares of IWR stock, worth $469,315. This represents 0.22% of its overall portfolio holdings.

Number of Shares
4,960
Previous 4,960 -0.0%
Holding current value
$469,315
Previous $456,000 4.82%
% of portfolio
0.22%
Previous 0.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$75.37 - $84.09 $9,044 - $10,090
-120 Reduced 2.36%
4,960 $417,000
Q2 2022

Aug 01, 2022
BUY
$62.75 - $78.76 $318,770 - $400,100
5,080 New
5,080 $328,000

Others Institutions Holding IWR

# of Institutions
1,644
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
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