D. Scott Neal, Inc. Ishares Russell Mid Cap ETF Transaction History

D. Scott Neal, Inc.

$216 Million
Q3 2025

A detailed history of D. Scott Neal, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, D. Scott Neal, Inc. holds 3,560 shares of IWR stock, worth $336,847. This represents 0.16% of its overall portfolio holdings.

Number of Shares

3,560

Previous 3,560 -0.0%

Holding current value

$336,847

Previous $327,000 4.89%

% of portfolio

0.16%

Previous 0.16%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 11, 2023	SELL	$68.54 - $75.91 $145,647 - $161,308	-2,125 Reduced 37.38%	3,560 $246,000
Q2 2023 Jul 17, 2023	SELL	$67.49 - $73.03 $139,366 - $150,806	-2,065 Reduced 26.65%	5,685 $415,000
Q3 2022 Oct 27, 2022	SELL	$62.15 - $74.82 $1,118 - $1,346	-18 Reduced 0.23%	7,750 $482,000
Q2 2022 Jul 11, 2022	SELL	$62.75 - $78.76 $627 - $787	-10 Reduced 0.13%	7,768 $502,000
Q4 2021 Jan 21, 2022	SELL	$78.41 - $85.28 $862 - $938	-11 Reduced 0.14%	7,778 $646,000

Q3 2021 Nov 04, 2021	SELL	$76.44 - $82.59 $66,808 - $72,183	-874 Reduced 10.09%	7,789 $609,000
Q2 2021 Aug 02, 2021	SELL	$74.82 - $79.61 $58,733 - $62,493	-785 Reduced 8.31%	8,663 $686,000
Q4 2020 Feb 05, 2021	SELL	$57.75 - $68.61 $181,161 - $215,229	-3,137 Reduced 24.93%	9,448 $647,000
Q2 2020 Jul 16, 2020	SELL	$40.64 - $57.63 $3,251 - $4,610	-80 Reduced 0.63%	12,585 $674,000
Q1 2020 Apr 27, 2020	SELL	$36.81 - $61.96 $10.1 Million - $17 Million	-274,023 Reduced 95.58%	12,665 $547,000
Q4 2019 Jan 16, 2020	SELL	$54.12 - $59.69 $361,900 - $399,147	-6,687 Reduced 2.28%	286,688 $17.1 Million
Q3 2019 Oct 16, 2019	BUY	$53.6 - $57.42 $1.58 Million - $1.69 Million	29,428 Added 11.15%	293,375 $16.4 Million
Q2 2019 Jul 25, 2019	BUY	$52.53 - $56.11 $13.9 Million - $14.8 Million	263,947 New	263,947 $14.7 Million
Q2 2018 Aug 15, 2018	SELL	$50.43 - $54.42 $28,997 - $31,291	-575 Closed	0 $0
Q3 2017 Oct 18, 2017	BUY	$48.84 - $49.29 $28,083 - $28,341	575	575 $113,000

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

Ticker IWR
Sector ETFs
Industry ETFs

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