Strategic Wealth Partners, Ltd. Ishares Russell Mid Cap ETF Transaction History

Strategic Wealth Partners, Ltd.

$1.19 Billion
Q3 2025

A detailed history of Strategic Wealth Partners, Ltd. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 1,672 shares of IWR stock, worth $158,204. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,672

Previous 3,091 45.91%

Holding current value

$158,204

Previous $284,000 43.31%

% of portfolio

0.01%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$92.26 - $97.51 $130,916 - $138,366	-1,419 Reduced 45.91%	1,672 $161,000
Q2 2025 Aug 11, 2025	BUY	$74.88 - $91.97 $63,198 - $77,622	844 Added 37.56%	3,091 $284,000
Q4 2024 Feb 14, 2025	BUY	$87.25 - $95.52 $196,050 - $214,633	2,247 New	2,247 $198,000
Q1 2024 May 20, 2024	BUY	$75.37 - $84.09 $197,092 - $219,895	2,615 New	2,615 $219,000
Q2 2022 Aug 22, 2022	SELL	$62.75 - $78.76 $161,204 - $202,334	-2,569 Closed	0 $0

Q2 2021 Aug 25, 2021	BUY	$74.82 - $79.61 $192,212 - $204,518	2,569 New	2,569 $204,000
Q2 2019 Aug 06, 2019	SELL	$52.53 - $56.11 $2,101 - $2,244	-40 Closed	0 $0
Q4 2018 Jan 24, 2019	BUY	$43.7 - $54.95 $1,311 - $1,648	30 Added 300.0%	40 $1,000
Q1 2018 Jul 13, 2018	BUY	$49.67 - $55.0 $496 - $550	10 New	10 $2,000

Others Institutions Holding IWR

# of Institutions

1,637

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

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Strategic Wealth Partners, Ltd. Ishares Russell Mid Cap ETF Transaction History