A detailed history of My Purposeful Wealth Corp. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, My Purposeful Wealth Corp. holds 7,044 shares of IWR stock, worth $643,398. This represents 0.3% of its overall portfolio holdings.

Number of Shares
7,044
Previous 7,069 0.35%
Holding current value
$643,398
Previous $573 Million 8.32%
% of portfolio
0.3%
Previous 0.3%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$79.92 - $88.19 $1,998 - $2,204
-25 Reduced 0.35%
7,044 $621 Million
Q2 2024

Jul 31, 2024

BUY
$78.66 - $83.59 $943 - $1,003
12 Added 0.17%
7,069 $573 Million
Q1 2024

Apr 29, 2024

SELL
$75.37 - $84.09 $10,325 - $11,520
-137 Reduced 1.9%
7,057 $593 Million
Q4 2023

Feb 06, 2024

SELL
$64.84 - $78.27 $29,891 - $36,082
-461 Reduced 6.02%
7,194 $559 Million
Q3 2023

Nov 14, 2023

BUY
$68.54 - $75.91 $36,805 - $40,763
537 Added 7.54%
7,655 $530 Million
Q2 2023

Jul 24, 2023

BUY
$67.49 - $73.03 $5,601 - $6,061
83 Added 1.18%
7,118 $520 Million
Q1 2023

Apr 26, 2023

BUY
$66.27 - $75.04 $16,567 - $18,760
250 Added 3.68%
7,035 $492 Million
Q4 2022

Feb 09, 2023

BUY
$62.09 - $71.89 $421,280 - $487,773
6,785 New
6,785 $458 Million

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track My Purposeful Wealth Corp. Portfolio

Follow My Purposeful Wealth Corp. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of My Purposeful Wealth Corp., based on Form 13F filings with the SEC.

News

Stay updated on My Purposeful Wealth Corp. with notifications on news.