Sagespring Wealth Partners, LLC Ishares Russell Mid Cap ETF Transaction History

Sagespring Wealth Partners, LLC

  • $5.5 Trillion
  • Q4 2025

A detailed history of Sagespring Wealth Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 20,270 shares of IWR stock, worth $1.92 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
20,270
Previous 20,847 2.77%
Holding current value
$1.92 Million
Previous $2.01 Billion 3.05%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 07, 2026
SELL
$94.02 - $97.61 $54,249 - $56,320
-577 Reduced 2.77%
20,270 $1.95 Billion
Q3 2025

Oct 31, 2025
BUY
$92.26 - $97.51 $190,793 - $201,650
2,068 Added 11.01%
20,847 $2.01 Billion
Q2 2025

Jul 28, 2025
BUY
$74.88 - $91.97 $275,258 - $338,081
3,676 Added 24.34%
18,779 $1.73 Billion
Q1 2025

Apr 17, 2025
BUY
$82.81 - $92.93 $198,992 - $223,310
2,403 Added 18.92%
15,103 $1.28 Billion
Q4 2024

Feb 13, 2025
BUY
$87.25 - $95.52 $1.11 Million - $1.21 Million
12,700 New
12,700 $1.12 Billion

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 Sagespring Wealth Partners, LLC Portfolio

Follow Sagespring Wealth Partners, 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 Sagespring Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sagespring Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email