Triumph Capital Management Ishares Russell Mid Cap ETF Transaction History

Triumph Capital Management

  • $325 Million
  • Q3 2025

A detailed history of Triumph Capital Management transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Triumph Capital Management holds 58,333 shares of IWR stock, worth $5.52 Million. This represents 1.73% of its overall portfolio holdings.

Number of Shares
58,333
Previous 58,333 -0.0%
Holding current value
$5.52 Million
Previous $5.63 Million -0.0%
% of portfolio
1.73%
Previous 1.56%

Shares

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

Nov 14, 2025
SELL
$92.26 - $97.51 $292,925 - $309,594
-3,175 Reduced 5.16%
58,333 $5.63 Million
Q2 2025

Dec 23, 2025
BUY
$74.88 - $91.97 $237,744 - $292,004
3,175 Added 5.44%
61,508 $5.66 Million
Q2 2025

Jul 09, 2025
BUY
$74.88 - $91.97 $125,124 - $153,681
1,671 Added 2.79%
61,508 $5.66 Million
Q1 2025

May 06, 2025
BUY
$82.81 - $92.93 $59,374 - $66,630
717 Added 1.21%
59,837 $5.09 Million
Q4 2024

Feb 14, 2025
SELL
$87.25 - $95.52 $36,296 - $39,736
-416 Reduced 0.7%
59,120 $5.23 Million
Q3 2024

Feb 14, 2025
BUY
$79.92 - $88.19 $25,574 - $28,220
320 Added 0.54%
59,536 $5.25 Million
Q2 2024

Feb 14, 2025
BUY
$78.66 - $83.59 $152,364 - $161,913
1,937 Added 3.38%
59,216 $4.8 Million
Q1 2024

Apr 25, 2024
SELL
$75.37 - $84.09 $681,721 - $760,594
-9,045 Reduced 13.64%
57,279 $4.82 Million
Q4 2023

Feb 05, 2024
BUY
$64.84 - $78.27 $413,484 - $499,127
6,377 Added 10.64%
66,324 $5.16 Million
Q3 2023

Oct 31, 2023
BUY
$68.54 - $75.91 $87,182 - $96,557
1,272 Added 2.17%
59,947 $4.15 Million
Q2 2023

Aug 03, 2023
SELL
$67.49 - $73.03 $360,396 - $389,980
-5,340 Reduced 8.34%
58,675 $4.29 Million
Q1 2023

May 08, 2023
BUY
$66.27 - $75.04 $4.24 Million - $4.8 Million
64,015 New
64,015 $4.48 Million

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
Track This Portfolio

Track Triumph Capital Management Portfolio

Follow Triumph Capital Management 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 Triumph Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Triumph Capital Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email