Chokshi & Queen Wealth Advisors, Inc Ishares Russell Mid Cap ETF Transaction History

Chokshi & Queen Wealth Advisors, Inc

  • $175 Billion
  • Q2 2025

A detailed history of Chokshi & Queen Wealth Advisors, Inc transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Chokshi & Queen Wealth Advisors, Inc holds 29,977 shares of IWR stock, worth $2.91 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares
29,977
Previous 30,443 1.53%
Holding current value
$2.91 Million
Previous $2.59 Billion 6.46%
% of portfolio
1.58%
Previous 1.58%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
SELL
$74.88 - $91.97 $34,894 - $42,858
-466 Reduced 1.53%
29,977 $2.76 Billion
Q1 2025

May 20, 2025
SELL
$82.81 - $92.93 $154,026 - $172,849
-1,860 Reduced 5.76%
30,443 $2.59 Billion
Q4 2024

Feb 25, 2025
BUY
$87.25 - $95.52 $2.82 Million - $3.09 Million
32,303 New
32,303 $2.86 Billion

Others Institutions Holding IWR

# of Institutions
1,611
Shares Held
377M
Call Options Held
198K
Put Options Held
37.3K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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