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

Summit Wealth Partners, LLC

$554 Billion
Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 77,392 shares of IWR stock, worth $7.32 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

77,392

Previous 80,730 4.13%

Holding current value

$7.32 Million

Previous $7.42 Billion 0.64%

% of portfolio

1.35%

Previous 1.42%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$92.26 - $97.51 $307,963 - $325,488	-3,338 Reduced 4.13%	77,392 $7.47 Billion
Q2 2025 Aug 11, 2025	SELL	$74.88 - $91.97 $373,351 - $458,562	-4,986 Reduced 5.82%	80,730 $7.42 Billion
Q1 2025 May 06, 2025	SELL	$82.81 - $92.93 $219,363 - $246,171	-2,649 Reduced 3.0%	85,716 $7.29 Billion
Q4 2024 Jan 27, 2025	SELL	$87.25 - $95.52 $652,368 - $714,203	-7,477 Reduced 7.8%	88,365 $7.81 Billion
Q3 2024 Oct 28, 2024	SELL	$79.92 - $88.19 $414,944 - $457,882	-5,192 Reduced 5.14%	95,842 $8.45 Billion

Q2 2024 Sep 11, 2024	SELL	$78.66 - $83.59 $543,383 - $577,439	-6,908 Reduced 6.4%	101,034 $8.19 Billion
Q1 2024 Sep 11, 2024	SELL	$75.37 - $84.09 $214,578 - $239,404	-2,847 Reduced 2.57%	107,942 $9.08 Billion
Q4 2023 Sep 11, 2024	SELL	$64.84 - $78.27 $148,807 - $179,629	-2,295 Reduced 2.03%	110,789 $8.61 Billion
Q3 2023 Sep 11, 2024	BUY	$68.54 - $75.91 $208,224 - $230,614	3,038 Added 2.76%	113,084 $7.83 Billion
Q2 2023 Sep 11, 2024	SELL	$67.49 - $73.03 $92,191 - $99,758	-1,366 Reduced 1.23%	110,046 $8.04 Billion
Q1 2023 Sep 11, 2024	SELL	$66.27 - $75.04 $250,831 - $284,026	-3,785 Reduced 3.29%	111,412 $7.79 Billion
Q4 2022 Sep 11, 2024	SELL	$62.09 - $71.89 $134,921 - $156,216	-2,173 Reduced 1.85%	115,197 $7.77 Billion
Q3 2022 Sep 11, 2024	SELL	$62.15 - $74.82 $391,172 - $470,917	-6,294 Reduced 5.09%	117,370 $7.29 Billion
Q2 2022 Sep 11, 2024	SELL	$62.75 - $78.76 $1.02 Million - $1.28 Million	-16,192 Reduced 11.58%	123,664 $8 Billion
Q1 2022 Sep 11, 2024	SELL	$72.29 - $82.89 $930,372 - $1.07 Million	-12,870 Reduced 8.43%	139,856 $10.9 Billion
Q4 2021 Sep 10, 2024	BUY	$78.41 - $85.28 $110,871 - $120,585	1,414 Added 0.93%	152,726 $12.7 Billion
Q3 2021 Sep 10, 2024	BUY	$76.44 - $82.59 $582,625 - $629,500	7,622 Added 5.3%	151,312 $11.8 Billion
Q2 2021 Sep 10, 2024	SELL	$74.82 - $79.61 $70,854 - $75,390	-947 Reduced 0.65%	143,690 $11.4 Billion
Q1 2021 Sep 10, 2024	BUY	$67.45 - $75.68 $524,626 - $588,639	7,778 Added 5.68%	144,637 $10.7 Billion
Q4 2020 Sep 10, 2024	BUY	$57.75 - $68.61 $1.41 Million - $1.67 Million	24,335 Added 21.63%	136,859 $9.38 Billion
Q3 2020 Sep 10, 2024	SELL	$53.47 - $60.19 $390,384 - $439,447	-7,301 Reduced 6.09%	112,524 $6.46 Billion
Q2 2020 Sep 10, 2024	SELL	$40.64 - $57.63 $93,675 - $132,837	-2,305 Reduced 1.89%	119,825 $6.42 Billion
Q1 2020 Sep 10, 2024	BUY	$36.81 - $61.96 $441,057 - $742,404	11,982 Added 10.88%	122,130 $5.27 Billion
Q4 2019 Sep 09, 2024	BUY	$54.12 - $59.69 $5.96 Million - $6.57 Million	110,148 New	110,148 $6.57 Billion

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

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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