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

Orgel Wealth Management, LLC

$4.24 Billion
Q4 2025

A detailed history of Orgel Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 14,593 shares of IWR stock, worth $1.38 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

14,593

Previous 15,542 6.11%

Holding current value

$1.38 Million

Previous $1.5 Million 8.0%

% of portfolio

0.03%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	SELL	$94.02 - $97.61 $89,224 - $92,631	-949 Reduced 6.11%	14,593 $1.38 Million
Q3 2025 Oct 06, 2025	SELL	$92.26 - $97.51 $23,710 - $25,060	-257 Reduced 1.63%	15,542 $1.5 Million
Q2 2025 Jul 10, 2025	SELL	$74.88 - $91.97 $22,089 - $27,131	-295 Reduced 1.83%	15,799 $1.45 Million
Q1 2025 Apr 15, 2025	BUY	$82.81 - $92.93 $635,401 - $713,051	7,673 Added 91.12%	16,094 $1.36 Million
Q4 2024 Jan 15, 2025	BUY	$87.25 - $95.52 $734,732 - $804,373	8,421 New	8,421 $744,000

Q1 2020 Apr 28, 2020	SELL	$36.81 - $61.96 $181,362 - $305,276	-4,927 Closed	0 $0
Q4 2019 Jan 27, 2020	BUY	$54.12 - $59.69 $266,649 - $294,092	4,927 New	4,927 $294,000

Others Institutions Holding IWR

# of Institutions

1,647

Shares Held

392M

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