Curio Wealth, LLC Ishares Russell Mid Cap ETF Transaction History

Curio Wealth, LLC

  • $244 Billion
  • Q3 2025

A detailed history of Curio Wealth, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Curio Wealth, LLC holds 8,301 shares of IWR stock, worth $785,440. This represents 0.33% of its overall portfolio holdings.

Number of Shares
8,301
Previous 8,952 7.27%
Holding current value
$785,440
Previous $823 Million 2.65%
% of portfolio
0.33%
Previous 0.36%

Shares

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

Nov 12, 2025
SELL
$92.26 - $97.51 $60,061 - $63,479
-651 Reduced 7.27%
8,301 $801 Million
Q2 2025

Jul 31, 2025
BUY
$74.88 - $91.97 $669,576 - $822,395
8,942 Added 89420.0%
8,952 $823 Million
Q1 2025

May 09, 2025
SELL
$82.81 - $92.93 $802,677 - $900,770
-9,693 Reduced 99.9%
10 $858 Million
Q4 2024

Feb 10, 2025
BUY
$87.25 - $95.52 $846,586 - $926,830
9,703 New
9,703 $858 Million

Others Institutions Holding IWR

# of Institutions
1,633
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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