A detailed history of 49 Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, 49 Wealth Management, LLC holds 5,402 shares of IWR stock, worth $435,941. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,402
Previous 5,349 0.99%
Holding current value
$435,941
Previous $416 Million 8.55%
% of portfolio
0.1%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

BUY
$75.37 - $84.09 $3,994 - $4,456
53 Added 0.99%
5,402 $451 Million
Q4 2023

May 07, 2024

BUY
$64.84 - $78.27 $346,829 - $418,666
5,349 New
5,349 $416 Million

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


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

Track 49 Wealth Management, LLC Portfolio

Follow 49 Wealth Management, 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 49 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 49 Wealth Management, LLC with notifications on news.