Taylor & Morgan Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Taylor & Morgan Wealth Management, LLC

  • $170 Million
  • Q4 2025

A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 120,984 shares of IWR stock, worth $11.4 Million. This represents 6.75% of its overall portfolio holdings.

Number of Shares
120,984
Previous 117,714 2.78%
Holding current value
$11.4 Million
Previous $11.4 Million 0.72%
% of portfolio
6.75%
Previous 7.19%

Shares

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

Jan 16, 2026
BUY
$94.02 - $97.61 $307,445 - $319,184
3,270 Added 2.78%
120,984 $11.4 Million
Q3 2025

Oct 14, 2025
BUY
$92.26 - $97.51 $179,907 - $190,144
1,950 Added 1.68%
117,714 $11.4 Million
Q2 2025

Jul 07, 2025
BUY
$74.88 - $91.97 $26,732 - $32,833
357 Added 0.31%
115,764 $10.6 Million
Q1 2025

Apr 08, 2025
BUY
$82.81 - $92.93 $276,751 - $310,572
3,342 Added 2.98%
115,407 $9.77 Million
Q4 2024

Jan 15, 2025
BUY
$87.25 - $95.52 $61,685 - $67,532
707 Added 0.63%
112,065 $9.91 Million
Q3 2024

Oct 24, 2024
BUY
$79.92 - $88.19 $105,094 - $115,969
1,315 Added 1.19%
111,358 $9.82 Million
Q2 2024

Jul 16, 2024
BUY
$78.66 - $83.59 $293,008 - $311,372
3,725 Added 3.5%
110,043 $8.92 Million
Q1 2024

Apr 15, 2024
BUY
$75.37 - $84.09 $906,701 - $1.01 Million
12,030 Added 12.76%
106,318 $8.94 Million
Q4 2023

Jan 10, 2024
BUY
$64.84 - $78.27 $219,094 - $264,474
3,379 Added 3.72%
94,288 $7.33 Million
Q3 2023

Oct 05, 2023
SELL
$68.54 - $75.91 $185,606 - $205,564
-2,708 Reduced 2.89%
90,909 $6.3 Million
Q2 2023

Jul 13, 2023
BUY
$67.49 - $73.03 $1.33 Million - $1.44 Million
19,725 Added 26.69%
93,617 $6.84 Million
Q1 2023

Apr 06, 2023
BUY
$66.27 - $75.04 $531,684 - $602,045
8,023 Added 12.18%
73,892 $5.17 Million
Q4 2022

Jan 17, 2023
BUY
$62.09 - $71.89 $114,059 - $132,061
1,837 Added 2.87%
65,869 $0
Q3 2022

Oct 12, 2022
SELL
$62.15 - $74.82 $137,786 - $165,875
-2,217 Reduced 3.35%
64,032 $3.98 Million
Q2 2022

Jul 08, 2022
BUY
$62.75 - $78.76 $97,890 - $122,865
1,560 Added 2.41%
66,249 $4.28 Million
Q1 2022

Apr 18, 2022
BUY
$72.29 - $82.89 $1.1 Million - $1.26 Million
15,229 Added 30.79%
64,689 $5.05 Million
Q4 2021

Jan 21, 2022
BUY
$78.41 - $85.28 $3.88 Million - $4.22 Million
49,460 New
49,460 $4.11 Million

Others Institutions Holding IWR

# of Institutions
1,656
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 Taylor & Morgan Wealth Management, LLC Portfolio

Follow Taylor & Morgan Wealth Management, 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 Taylor & Morgan Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Taylor & Morgan Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email