Selective Wealth Management, Inc. Ishares Russell Mid Cap ETF Transaction History

Selective Wealth Management, Inc.

  • $308 Million
  • Q3 2025

A detailed history of Selective Wealth Management, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 9,158 shares of IWR stock, worth $866,529. This represents 0.29% of its overall portfolio holdings.

Number of Shares
9,158
Previous 9,158 -0.0%
Holding current value
$866,529
Previous $842,000 4.99%
% of portfolio
0.29%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$87.25 - $95.52 $9,859 - $10,793
-113 Reduced 1.22%
9,158 $809,000
Q3 2024

Oct 09, 2024
SELL
$79.92 - $88.19 $3,996 - $4,409
-50 Reduced 0.54%
9,271 $817,000
Q2 2024

Jul 10, 2024
BUY
$78.66 - $83.59 $1,730 - $1,838
22 Added 0.24%
9,321 $755,000
Q1 2024

Apr 11, 2024
BUY
$75.37 - $84.09 $700,865 - $781,952
9,299 New
9,299 $781,000

Others Institutions Holding IWR

# of Institutions
1,634
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 Selective Wealth Management, Inc. Portfolio

Follow Selective Wealth Management, Inc. 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 Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Selective Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email