A detailed history of Enzi Wealth transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Enzi Wealth holds 2,795 shares of IWR stock, worth $245,093. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,795
Previous 3,555 21.38%
Holding current value
$245,093
Previous $298,000 24.16%
% of portfolio
0.1%
Previous 0.13%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

SELL
$78.66 - $83.59 $59,781 - $63,528
-760 Reduced 21.38%
2,795 $226,000
Q1 2024

Apr 16, 2024

SELL
$75.37 - $84.09 $2,713 - $3,027
-36 Reduced 1.0%
3,555 $298,000
Q4 2023

Feb 14, 2024

SELL
$64.84 - $78.27 $131,430 - $158,653
-2,027 Reduced 36.08%
3,591 $279,000
Q3 2023

Oct 16, 2023

SELL
$68.54 - $75.91 $34,955 - $38,714
-510 Reduced 8.32%
5,618 $389,000
Q2 2023

Jul 14, 2023

SELL
$67.49 - $73.03 $169,264 - $183,159
-2,508 Reduced 29.04%
6,128 $447,000
Q1 2023

Apr 18, 2023

SELL
$66.27 - $75.04 $449,310 - $508,771
-6,780 Reduced 43.98%
8,636 $603,000
Q4 2022

Jan 25, 2023

SELL
$62.09 - $71.89 $238,053 - $275,626
-3,834 Reduced 19.92%
15,416 $0
Q3 2022

Nov 14, 2022

BUY
$62.15 - $74.82 $1.2 Million - $1.44 Million
19,250 New
19,250 $1.36 Million

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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