Lantz Financial LLC Ishares Russell Mid Cap ETF Transaction History

Lantz Financial LLC

  • $434 Million
  • Q4 2025

A detailed history of Lantz Financial LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Lantz Financial LLC holds 2,354 shares of IWR stock, worth $222,735. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,354
Previous 2,752 14.46%
Holding current value
$222,735
Previous $265,000 16.23%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Jan 14, 2026
SELL
$94.02 - $97.61 $37,419 - $38,848
-398 Reduced 14.46%
2,354 $222,000
Q2 2025

Jul 11, 2025
BUY
$74.88 - $91.97 $16,623 - $20,417
222 Added 8.77%
2,752 $253,000
Q1 2025

Apr 08, 2025
BUY
$82.81 - $92.93 $209,509 - $235,112
2,530 New
2,530 $214,000

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
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