Hohimer Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Hohimer Wealth Management, LLC

  • $685 Million
  • Q3 2025

A detailed history of Hohimer Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Hohimer Wealth Management, LLC holds 4,450 shares of IWR stock, worth $421,059. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,450
Previous 4,450 -0.0%
Holding current value
$421,059
Previous $409,000 4.89%
% of portfolio
0.06%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$87.25 - $95.52 $26,175 - $28,656
300 Added 7.23%
4,450 $393,000
Q2 2023

Jul 27, 2023
SELL
$67.49 - $73.03 $8,706 - $9,420
-129 Reduced 3.01%
4,150 $303,000
Q1 2023

May 02, 2023
BUY
$66.27 - $75.04 $283,569 - $321,096
4,279 New
4,279 $299,000

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
Track This Portfolio

Track Hohimer Wealth Management, LLC Portfolio

Follow Hohimer Wealth Management, 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 Hohimer Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hohimer Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email