Partners In Financial Planning Ishares Russell Midcap Value E Transaction History

Partners In Financial Planning

$542 Billion
Q2 2025

A detailed history of Partners In Financial Planning transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Partners In Financial Planning holds 2,910 shares of IWS stock, worth $389,678. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,910

Previous 2,909 0.03%

Holding current value

$389,678

Previous $367 Million 4.92%

% of portfolio

0.07%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$110.58 - $132.14 $110 - $132	1 Added 0.03%	2,910 $385 Million
Q4 2024 Feb 12, 2025	BUY	$128.08 - $140.32 $372,584 - $408,190	2,909 New	2,909 $376 Million
Q2 2024 Feb 26, 2025	SELL	$117.31 - $125.13 $38,594 - $41,167	-329 Reduced 10.16%	2,909 $351 Million
Q3 2023 Mar 04, 2025	BUY	$103.48 - $114.68 $34,044 - $37,729	329 Added 11.31%	3,238 $338 Million
Q1 2023 Feb 26, 2025	BUY	$100.22 - $116.23 $32,972 - $38,239	329 Added 11.31%	3,238 $344 Million
Q3 2022 May 05, 2025	SELL	$96.05 - $115.74 $19,594 - $23,610	-204 Reduced 5.93%	3,238 $351 Million
Q2 2022 May 05, 2025	BUY	$99.42 - $121.64 $93,653 - $114,584	942 Added 37.68%	3,442 $381 Million
Q4 2021 May 05, 2025	SELL	$114.04 - $122.75 $46,642 - $50,204	-409 Reduced 14.06%	2,500 $294 Million
Q2 2021 May 05, 2025	SELL	$110.51 - $117.85 $45,198 - $48,200	-409 Reduced 14.06%	2,500 $287 Million

Others Institutions Holding IWS

# of Institutions

1,027

Shares Held

94.4M

Call Options Held

9.5K

Put Options Held

View Full List

About ISHARES RUSSELL MIDCAP VALUE E

Ticker IWS
Sector ETFs
Industry ETFs

More about IWS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Partners In Financial Planning, based on Form 13F filings with the SEC.

News

Stay updated on Partners In Financial Planning with notifications on news.

Account

Partners In Financial Planning Ishares Russell Midcap Value E Transaction History