Mascoma Wealth Management LLC Ishares Russell Mid Cap ETF Transaction History

Mascoma Wealth Management LLC

  • $437 Million
  • Q3 2025

A detailed history of Mascoma Wealth Management LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 406 shares of IWR stock, worth $38,415. This represents 0.01% of its overall portfolio holdings.

Number of Shares
406
Previous 406 -0.0%
Holding current value
$38,415
Previous $37,000 5.41%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
$74.88 - $91.97 $1,722 - $2,115
-23 Reduced 5.36%
406 $37,000
Q1 2025

Apr 24, 2025
BUY
$82.81 - $92.93 $1,904 - $2,137
23 Added 5.67%
429 $36,000
Q3 2021

Oct 06, 2021
BUY
$76.44 - $82.59 $31,034 - $33,531
406 New
406 $32,000

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 Mascoma Wealth Management LLC Portfolio

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

News

Stay updated on Mascoma Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email