Retirement Planning Group Ishares Russell Mid Cap ETF Transaction History

Retirement Planning Group

$2.04 Billion
Q3 2025

A detailed history of Retirement Planning Group transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Retirement Planning Group holds 8,426 shares of IWR stock, worth $797,268. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,426

Previous 8,369 0.68%

Holding current value

$797,268

Previous $769,000 5.72%

% of portfolio

0.04%

Previous 0.05%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$92.26 - $97.51 $5,258 - $5,558	57 Added 0.68%	8,426 $813,000
Q2 2025 Jul 30, 2025	SELL	$74.88 - $91.97 $2,920 - $3,586	-39 Reduced 0.46%	8,369 $769,000
Q1 2025 Apr 10, 2025	BUY	$82.81 - $92.93 $3,395 - $3,810	41 Added 0.49%	8,408 $711,000
Q4 2024 Feb 18, 2025	BUY	$87.25 - $95.52 $785 - $859	9 Added 0.11%	8,367 $739,000
Q3 2024 Oct 10, 2024	BUY	$79.92 - $88.19 $399 - $440	5 Added 0.06%	8,358 $736,000

Q2 2024 Jul 12, 2024	SELL	$78.66 - $83.59 $32,801 - $34,857	-417 Reduced 4.75%	8,353 $677,000
Q1 2024 Apr 12, 2024	BUY	$75.37 - $84.09 $301 - $336	4 Added 0.05%	8,770 $737,000
Q4 2023 Jan 12, 2024	SELL	$64.84 - $78.27 $1,945 - $2,348	-30 Reduced 0.34%	8,766 $681,000
Q2 2023 Jul 24, 2023	BUY	$67.49 - $73.03 $54,464 - $58,935	807 Added 10.1%	8,796 $642,000
Q1 2023 Apr 19, 2023	BUY	$66.27 - $75.04 $265 - $300	4 Added 0.05%	7,989 $558,000
Q4 2022 Jan 18, 2023	BUY	$62.09 - $71.89 $682 - $790	11 Added 0.14%	7,985 $0
Q3 2022 Oct 13, 2022	SELL	$62.15 - $74.82 $3,853 - $4,638	-62 Reduced 0.77%	7,974 $496,000
Q2 2022 Jul 13, 2022	SELL	$62.75 - $78.76 $65,636 - $82,382	-1,046 Reduced 11.52%	8,036 $520,000
Q1 2022 Apr 19, 2022	SELL	$72.29 - $82.89 $17,277 - $19,810	-239 Reduced 2.56%	9,082 $709,000
Q4 2021 Jan 20, 2022	BUY	$78.41 - $85.28 $548 - $596	7 Added 0.08%	9,321 $774,000
Q2 2021 Jul 19, 2021	BUY	$74.82 - $79.61 $374 - $398	5 Added 0.05%	9,314 $738,000
Q1 2021 Apr 26, 2021	BUY	$67.45 - $75.68 $12,073 - $13,546	179 Added 1.96%	9,309 $688,000
Q4 2020 Jan 27, 2021	SELL	$57.75 - $68.61 $9,990 - $11,869	-173 Reduced 1.86%	9,130 $626,000
Q3 2020 Oct 15, 2020	SELL	$53.47 - $60.19 $1,604 - $1,805	-30 Reduced 0.32%	9,303 $534,000
Q2 2020 Aug 06, 2020	SELL	$40.64 - $57.63 $27,594 - $39,130	-679 Reduced 6.78%	9,333 $500,000
Q1 2020 May 05, 2020	BUY	$36.81 - $61.96 $478 - $805	13 Added 0.13%	10,012 $432,000
Q4 2019 Jan 29, 2020	BUY	$54.12 - $59.69 $432 - $477	8 Added 0.08%	9,999 $596,000
Q3 2019 Oct 25, 2019	SELL	$53.6 - $57.42 $4,770 - $5,110	-89 Reduced 0.88%	9,991 $559,000
Q2 2019 Jul 25, 2019	SELL	$52.53 - $56.11 $1,050 - $1,122	-20 Reduced 0.2%	10,080 $563,000
Q1 2019 May 06, 2019	BUY	$45.53 - $54.18 $182 - $216	4 Added 0.04%	10,100 $545,000
Q4 2018 Feb 06, 2019	BUY	$43.7 - $54.95 $325,171 - $408,882	7,441 Added 280.26%	10,096 $469,000
Q3 2018 Nov 07, 2018	SELL	$52.87 - $56.02 $740 - $784	-14 Reduced 0.52%	2,655 $585,000
Q2 2018 Aug 07, 2018	SELL	$50.43 - $54.42 $3,277 - $3,537	-65 Reduced 2.38%	2,669 $566,000
Q1 2018 May 07, 2018	BUY	$49.67 - $55.0 $943 - $1,045	19 Added 0.7%	2,734 $564,000
Q4 2017 Jan 31, 2018	SELL	$49.53 - $52.32 $3,912 - $4,133	-79 Reduced 2.83%	2,715 $565,000
Q3 2017 Oct 16, 2017	BUY	$48.84 - $49.29 $136,458 - $137,716	2,794	2,794 $551,000

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Planning Group, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Planning Group with notifications on news.

Account

Retirement Planning Group Ishares Russell Mid Cap ETF Transaction History