Towerpoint Wealth, LLC Ishares Russell Mid Cap ETF Transaction History

Towerpoint Wealth, LLC

  • $239 Million
  • Q3 2025

A detailed history of Towerpoint Wealth, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 3,688 shares of IWR stock, worth $348,958. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,688
Previous 3,380 9.11%
Holding current value
$348,958
Previous $310,000 14.84%
% of portfolio
0.15%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
BUY
$92.26 - $97.51 $28,416 - $30,033
308 Added 9.11%
3,688 $356,000
Q2 2025

Jul 09, 2025
BUY
$74.88 - $91.97 $253,094 - $310,858
3,380 New
3,380 $310,000
Q3 2022

Nov 14, 2022
SELL
$62.15 - $74.82 $56,867 - $68,460
-915 Reduced 16.34%
4,685 $291,000
Q2 2022

Aug 08, 2022
SELL
$62.75 - $78.76 $366,146 - $459,564
-5,835 Reduced 51.03%
5,600 $362,000
Q1 2022

May 16, 2022
BUY
$72.29 - $82.89 $826,636 - $947,847
11,435 New
11,435 $892,000

Others Institutions Holding IWR

# of Institutions
1,633
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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