West Financial Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

West Financial Advisors, LLC

  • $591 Million
  • Q4 2025

A detailed history of West Financial Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, West Financial Advisors, LLC holds 1,043 shares of IWR stock, worth $98,688. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,043
Previous 1,040 0.29%
Holding current value
$98,688
Previous $100,000 2.0%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 13, 2026
BUY
$94.02 - $97.61 $282 - $292
3 Added 0.29%
1,043 $98,000
Q4 2020

Feb 22, 2021
BUY
$57.75 - $68.61 $16,054 - $19,073
278 Added 36.48%
1,040 $71,000
Q4 2020

Feb 02, 2021
BUY
$57.75 - $68.61 $44,005 - $52,280
762 New
762 $41 Million

Others Institutions Holding IWR

# of Institutions
1,654
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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