Ishares Russell Mid Cap ETF (IWR)
| Sector: | |
| |
| Super Investor Stats: | |
| Ownership count: | 2 |
| Ownership rank: | 481 |
| % of all portfolios: | 0.009% |
| Hold Price * : | $97.22 |
| History |
Portfolio Manager |
Activity ▲ |
Share change |
% change to portfolio |
| Q1 2026 |
| ≡ |
Hillman Capital Management |
Add 0.66% |
16 |
0.00 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 1.09% |
644 |
0.01 |
| Q4 2025 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 1.57% |
910 |
0.01 |
| ≡ |
Bill Nygren - Oakmark Funds |
Sell 100.00% |
1,000 |
0.00 |
| Q3 2025 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 0.16% |
90 |
0.00 |
| Q2 2025 |
| ≡ |
Hillman Capital Management |
Add 0.16% |
4 |
0.00 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 0.95% |
545 |
0.01 |
| ≡ |
Bill Nygren - Oakmark Funds |
Buy |
1,000 |
0.00 |
| Q1 2025 |
| ≡ |
Hillman Capital Management |
Add 0.12% |
3 |
0.00 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 5.47% |
2,976 |
0.03 |
| Q4 2024 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 8.94% |
4,467 |
0.04 |
| ≡ |
Hillman Capital Management |
Reduce 2.26% |
56 |
0.00 |
| Q3 2024 |
| ≡ |
Hillman Capital Management |
Add 0.12% |
3 |
0.00 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 10.87% |
4,897 |
0.05 |
| Q2 2024 |
| ≡ |
Hillman Capital Management |
Add 0.12% |
3 |
0.00 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 12.50% |
5,006 |
0.05 |
| ≡ |
Mairs & Power Funds |
Sell 100.00% |
2,385 |
0.00 |
| Q1 2024 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 30.27% |
9,302 |
0.09 |
| Q4 2023 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 5.54% |
1,614 |
0.02 |
| Q3 2023 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 31.63% |
6,997 |
0.07 |
| Q2 2023 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 28.17% |
4,862 |
0.05 |
| Q1 2023 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 9.36% |
1,477 |
0.01 |
| Q4 2022 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 159.99% |
9,713 |
0.10 |
| Q3 2022 |
| ≡ |
David Katz - Matrix Asset Advisors |
Reduce 9.13% |
610 |
0.01 |
| Q2 2022 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 0.26% |
17 |
0.00 |
| Q1 2022 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 23.22% |
1,256 |
0.01 |
| Q4 2021 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 94.39% |
2,626 |
0.03 |
| Q3 2021 |
| ≡ |
David Katz - Matrix Asset Advisors |
Buy |
2,782 |
0.03 |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.