A detailed history of Facet Wealth, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Facet Wealth, Inc. holds 2,770 shares of IWR stock, worth $247,139. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,770
Previous 2,487 11.38%
Holding current value
$247,139
Previous $201,000 21.39%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 04, 2024

BUY
$79.92 - $88.19 $22,617 - $24,957
283 Added 11.38%
2,770 $244,000
Q2 2024

Jul 31, 2024

SELL
$78.66 - $83.59 $3,539 - $3,761
-45 Reduced 1.78%
2,487 $201,000
Q1 2024

May 07, 2024

SELL
$75.37 - $84.09 $88,635 - $98,889
-1,176 Reduced 31.72%
2,532 $212,000
Q4 2023

Feb 07, 2024

BUY
$64.84 - $78.27 $17,182 - $20,741
265 Added 7.7%
3,708 $288,000
Q3 2023

Nov 01, 2023

BUY
$68.54 - $75.91 $1,919 - $2,125
28 Added 0.82%
3,443 $238,000
Q2 2023

Aug 03, 2023

BUY
$67.49 - $73.03 $230,478 - $249,397
3,415 New
3,415 $249,000

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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