Westshore Wealth, LLC Ishares Russell Mid Cap ETF Transaction History

Westshore Wealth, LLC

$285 Million
Q3 2025

A detailed history of Westshore Wealth, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Westshore Wealth, LLC holds 67,266 shares of IWR stock, worth $6.36 Million. This represents 2.28% of its overall portfolio holdings.

Number of Shares

67,266

Previous 69,381 3.05%

Holding current value

$6.36 Million

Previous $6.38 Million 1.79%

% of portfolio

2.28%

Previous 2.49%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 17, 2025	SELL	$92.26 - $97.51 $195,129 - $206,233	-2,115 Reduced 3.05%	67,266 $6.49 Million
Q2 2025 Jul 09, 2025	BUY	$74.88 - $91.97 $45,826 - $56,285	612 Added 0.89%	69,381 $6.38 Million
Q1 2025 May 15, 2025	SELL	$82.81 - $92.93 $259,609 - $291,335	-3,135 Reduced 4.36%	68,769 $5.85 Million
Q4 2024 May 28, 2025	BUY	$87.25 - $95.52 $282,690 - $309,484	3,240 Added 4.71%	72,009 $6.37 Million
Q3 2024 Nov 12, 2024	SELL	$79.92 - $88.19 $108,451 - $119,673	-1,357 Reduced 1.85%	71,904 $6.34 Million

Q2 2024 Oct 31, 2024	SELL	$78.66 - $83.59 $509,166 - $541,078	-6,473 Reduced 8.12%	73,261 $5.94 Million
Q1 2024 Oct 31, 2024	SELL	$75.37 - $84.09 $135,063 - $150,689	-1,792 Reduced 2.2%	79,734 $6.7 Million
Q4 2023 Feb 15, 2024	SELL	$64.84 - $78.27 $529,937 - $639,700	-8,173 Reduced 9.11%	81,526 $6.34 Million
Q3 2023 Feb 15, 2024	SELL	$68.54 - $75.91 $879,642 - $974,228	-12,834 Reduced 12.52%	89,699 $6.21 Million
Q2 2023 Sep 05, 2023	SELL	$67.49 - $73.03 $47,647 - $51,559	-706 Reduced 0.68%	102,533 $7.49 Million
Q1 2023 May 12, 2023	BUY	$66.27 - $75.04 $521,611 - $590,639	7,871 Added 8.25%	103,239 $7.22 Million
Q4 2022 Feb 14, 2023	BUY	$62.09 - $71.89 $232,775 - $269,515	3,749 Added 4.09%	95,368 $6.43 Million
Q3 2022 Nov 02, 2022	BUY	$62.15 - $74.82 $394,031 - $474,358	6,340 Added 7.43%	91,619 $5.69 Million
Q2 2022 Jul 15, 2022	BUY	$62.75 - $78.76 $364,891 - $457,989	5,815 Added 7.32%	85,279 $5.51 Million
Q1 2022 May 10, 2022	BUY	$72.29 - $82.89 $655,236 - $751,314	9,064 Added 12.88%	79,464 $6.2 Million
Q4 2021 Feb 17, 2022	BUY	$78.41 - $85.28 $619,987 - $674,308	7,907 Added 12.65%	70,400 $5.84 Million
Q3 2021 Nov 16, 2021	SELL	$76.44 - $82.59 $384,493 - $415,427	-5,030 Reduced 7.45%	62,493 $4.89 Million
Q2 2021 Aug 19, 2021	BUY	$74.82 - $79.61 $779,848 - $829,775	10,423 Added 18.25%	67,523 $5.36 Million
Q1 2021 May 14, 2021	SELL	$67.45 - $75.68 $560,981 - $629,430	-8,317 Reduced 12.71%	57,100 $4.22 Million
Q4 2019 Mar 30, 2020	BUY	$54.12 - $59.69 $3.54 Million - $3.9 Million	65,417 New	65,417 $3.9 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

Ticker IWR
Sector ETFs
Industry ETFs

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Westshore Wealth, LLC Ishares Russell Mid Cap ETF Transaction History