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

Wealth Shield Partners, LLC

$839 Million
Q3 2025

A detailed history of Wealth Shield Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 5,394 shares of IWR stock, worth $510,380. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,394

Previous 4,430 21.76%

Holding current value

$510,380

Previous $407,000 27.76%

% of portfolio

0.06%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$92.26 - $97.51 $88,938 - $93,999	964 Added 21.76%	5,394 $520,000
Q2 2025 Aug 08, 2025	BUY	$74.88 - $91.97 $29,577 - $36,328	395 Added 9.79%	4,430 $407,000
Q1 2025 May 09, 2025	SELL	$82.81 - $92.93 $159,409 - $178,890	-1,925 Reduced 32.3%	4,035 $343,000
Q4 2024 Feb 04, 2025	BUY	$87.25 - $95.52 $167,956 - $183,876	1,925 Added 47.71%	5,960 $526,000
Q1 2024 Apr 29, 2024	SELL	$75.37 - $84.09 $124,888 - $139,337	-1,657 Reduced 29.11%	4,035 $339,000

Q4 2023 Jan 23, 2024	SELL	$64.84 - $78.27 $138,952 - $167,732	-2,143 Reduced 27.35%	5,692 $442,000
Q3 2023 Oct 25, 2023	BUY	$68.54 - $75.91 $1,028 - $1,138	15 Added 0.19%	7,835 $542,000
Q2 2023 Aug 03, 2023	SELL	$67.49 - $73.03 $203,617 - $220,331	-3,017 Reduced 27.84%	7,820 $571,000
Q1 2023 May 08, 2023	BUY	$66.27 - $75.04 $172,633 - $195,479	2,605 Added 31.64%	10,837 $757,000
Q4 2022 Feb 13, 2023	BUY	$62.09 - $71.89 $98,536 - $114,089	1,587 Added 23.88%	8,232 $555,000
Q2 2022 Aug 11, 2022	SELL	$62.75 - $78.76 $221,507 - $278,022	-3,530 Reduced 34.69%	6,645 $430,000
Q1 2022 May 09, 2022	BUY	$72.29 - $82.89 $735,550 - $843,405	10,175 New	10,175 $794,000
Q4 2018 Feb 14, 2019	SELL	$43.7 - $54.95 $437 - $549	-10 Closed	0 $0
Q4 2017 Apr 18, 2018	BUY	$49.53 - $52.32 $495 - $523	10	10 $2,000

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

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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