A detailed history of Family Wealth Partners, LLC transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Family Wealth Partners, LLC holds 2,946 shares of IWC stock, worth $382,420. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,946
Previous 2,944 0.07%
Holding current value
$382,420
Previous $336 Million 8.23%
% of portfolio
0.19%
Previous 0.17%

Shares

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

Oct 09, 2024

BUY
$112.21 - $129.46 $224 - $258
2 Added 0.07%
2,946 $363 Million
Q2 2024

Jul 10, 2024

BUY
$109.35 - $119.81 $109 - $119
1 Added 0.03%
2,944 $336 Million
Q1 2024

Apr 16, 2024

BUY
$109.23 - $121.19 $109 - $121
1 Added 0.03%
2,943 $357 Million
Q4 2023

Mar 20, 2024

BUY
$90.78 - $118.63 $267,074 - $349,009
2,942 New
2,942 $341 Million

Others Institutions Holding IWC

About RUSSELL MICRO CAP ETF


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

Track Family Wealth Partners, LLC Portfolio

Follow Family Wealth Partners, LLC 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 Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Partners, LLC with notifications on news.