A detailed history of Dechtman Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Dechtman Wealth Management, LLC holds 4,925 shares of IWR stock, worth $431,873. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,925
Previous 7,196 31.56%
Holding current value
$431,873
Previous $605,000 34.05%
% of portfolio
0.09%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024

SELL
$78.66 - $83.59 $178,636 - $189,832
-2,271 Reduced 31.56%
4,925 $399,000
Q1 2024

Apr 23, 2024

SELL
$75.37 - $84.09 $32,409 - $36,158
-430 Reduced 5.64%
7,196 $605,000
Q4 2023

Jan 19, 2024

SELL
$64.84 - $78.27 $73,139 - $88,288
-1,128 Reduced 12.89%
7,626 $592,000
Q3 2023

Oct 16, 2023

SELL
$68.54 - $75.91 $38,862 - $43,040
-567 Reduced 6.08%
8,754 $606,000
Q2 2023

Sep 08, 2023

BUY
$67.49 - $73.03 $629,074 - $680,712
9,321 New
9,321 $681 Million

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


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

Track Dechtman Wealth Management, LLC Portfolio

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

News

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