Congress Wealth Management LLC Ishares Russell Mid Cap ETF Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 35,178 shares of IWR stock, worth $3.33 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

35,178

Previous 33,243 5.82%

Holding current value

$3.33 Million

Previous $2.83 Million 14.43%

% of portfolio

0.03%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$74.88 - $91.97 $144,892 - $177,961	1,935 Added 5.82%	35,178 $3.24 Million
Q1 2025 May 14, 2025	BUY	$82.81 - $92.93 $1.94 Million - $2.17 Million	23,390 Added 237.39%	33,243 $2.83 Million
Q3 2024 Nov 12, 2024	BUY	$79.92 - $88.19 $436,363 - $481,517	5,460 Added 124.29%	9,853 $868,000
Q2 2024 Aug 13, 2024	BUY	$78.66 - $83.59 $46,330 - $49,234	589 Added 15.48%	4,393 $356,000
Q1 2024 Apr 18, 2024	SELL	$75.37 - $84.09 $52,909 - $59,031	-702 Reduced 15.58%	3,804 $319,000

Q4 2023 Feb 09, 2024	BUY	$64.84 - $78.27 $45,517 - $54,945	702 Added 18.45%	4,506 $350,000
Q4 2022 Feb 02, 2023	BUY	$62.09 - $71.89 $7,823 - $9,058	126 Added 3.43%	3,804 $256,000
Q4 2021 Feb 04, 2022	BUY	$78.41 - $85.28 $288,391 - $313,659	3,678 New	3,678 $306,000

Others Institutions Holding IWR

# of Institutions

1,637

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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Congress Wealth Management LLC Ishares Russell Mid Cap ETF Transaction History