Olistico Wealth, LLC Ishares Russell Mid Cap ETF Transaction History

Olistico Wealth, LLC

$189 Billion
Q3 2025

A detailed history of Olistico Wealth, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Olistico Wealth, LLC holds 2,108 shares of IWR stock, worth $199,458. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,108

Previous 2,285 7.75%

Holding current value

$199,458

Previous $210 Million 3.15%

% of portfolio

0.11%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	SELL	$92.26 - $97.51 $16,330 - $17,259	-177 Reduced 7.75%	2,108 $204 Million
Q2 2025 Jul 22, 2025	SELL	$74.88 - $91.97 $224 - $275	-3 Reduced 0.13%	2,285 $210 Million
Q1 2025 Apr 29, 2025	SELL	$82.81 - $92.93 $39,997 - $44,885	-483 Reduced 17.43%	2,288 $195 Million
Q4 2024 Jan 17, 2025	BUY	$87.25 - $95.52 $349 - $382	4 Added 0.14%	2,771 $245 Million
Q3 2024 Oct 08, 2024	SELL	$79.92 - $88.19 $7,672 - $8,466	-96 Reduced 3.35%	2,767 $244 Million

Q2 2024 Jul 09, 2024	BUY	$78.66 - $83.59 $157 - $167	2 Added 0.07%	2,863 $232 Million
Q1 2024 Apr 24, 2024	BUY	$75.37 - $84.09 $226 - $252	3 Added 0.1%	2,861 $241 Million
Q4 2023 Feb 12, 2024	BUY	$64.84 - $78.27 $185,312 - $223,695	2,858 New	2,858 $222 Million
Q2 2023 Jul 25, 2023	BUY	$67.49 - $73.03 $192,279 - $208,062	2,849 New	2,849 $208 Million

Others Institutions Holding IWR

# of Institutions

1,633

Shares Held

391M

Call Options Held

208K

Put Options Held

28.7K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Olistico Wealth, LLC Ishares Russell Mid Cap ETF Transaction History