Jamison Private Wealth Management, Inc. Ishares Russell Mid Cap ETF Transaction History

Jamison Private Wealth Management, Inc.

  • $823 Billion
  • Q4 2025

A detailed history of Jamison Private Wealth Management, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 5,206 shares of IWR stock, worth $492,591. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,206
Previous 5,449 4.46%
Holding current value
$492,591
Previous $526 Million 4.74%
% of portfolio
0.06%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
SELL
$94.02 - $97.61 $22,846 - $23,719
-243 Reduced 4.46%
5,206 $501 Million
Q1 2024

Apr 26, 2024
BUY
$75.37 - $84.09 $410,691 - $458,206
5,449 New
5,449 $458 Million

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
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