Sax Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 4,524 shares of IWR stock, worth $428,060. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,524
Previous 3,935 14.97%
Holding current value
$428,060
Previous $379,000 12.93%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 12, 2026
BUY
$94.02 - $97.61 $55,377 - $57,492
589 Added 14.97%
4,524 $428,000
Q3 2025

Oct 20, 2025
BUY
$92.26 - $97.51 $92 - $97
1 Added 0.03%
3,935 $379,000
Q2 2025

Jul 23, 2025
BUY
$74.88 - $91.97 $13,852 - $17,014
185 Added 4.93%
3,934 $361,000
Q2 2024

Jul 12, 2024
BUY
$78.66 - $83.59 $8,652 - $9,194
110 Added 3.02%
3,749 $303,000
Q1 2024

May 13, 2024
SELL
$75.37 - $84.09 $9,798 - $10,931
-130 Reduced 3.45%
3,639 $306,000
Q3 2023

Nov 07, 2023
BUY
$68.54 - $75.91 $258,327 - $286,104
3,769 New
3,769 $261,000

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
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