Davis Investment Partners, LLC Ishares Russell Mid Cap ETF Transaction History

Davis Investment Partners, LLC

  • $286 Billion
  • Q4 2025

A detailed history of Davis Investment Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Davis Investment Partners, LLC holds 2,868 shares of IWR stock, worth $271,370. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,868
Previous 2,868 -0.0%
Holding current value
$271,370
Previous $277 Million 0.29%
% of portfolio
0.1%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
BUY
$64.84 - $78.27 $185,961 - $224,478
2,868 New
2,868 $218 Million
Q4 2022

Feb 14, 2023
BUY
$62.09 - $71.89 $178,074 - $206,180
2,868 New
2,868 $209 Million

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

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Davis Investment Partners, LLC Portfolio

Follow Davis Investment Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Davis Investment Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Davis Investment Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email