West Chester Capital Advisors, Inc Ishares Russell Mid Cap ETF Transaction History

West Chester Capital Advisors, Inc

  • $195 Million
  • Q3 2025

A detailed history of West Chester Capital Advisors, Inc transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, West Chester Capital Advisors, Inc holds 8,798 shares of IWR stock, worth $832,466. This represents 0.44% of its overall portfolio holdings.

Number of Shares
8,798
Previous 9,141 3.75%
Holding current value
$832,466
Previous $840,000 1.07%
% of portfolio
0.44%
Previous 0.42%

Shares

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

Nov 12, 2025
SELL
$92.26 - $97.51 $31,645 - $33,445
-343 Reduced 3.75%
8,798 $849,000
Q2 2025

Aug 13, 2025
BUY
$74.88 - $91.97 $4,567 - $5,610
61 Added 0.67%
9,141 $840,000
Q1 2025

May 14, 2025
BUY
$82.81 - $92.93 $751,914 - $843,804
9,080 New
9,080 $772,000

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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