Fairhaven Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Fairhaven Wealth Management, LLC

  • $319 Million
  • Q4 2024

A detailed history of Fairhaven Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Fairhaven Wealth Management, LLC holds 2,958 shares of IWR stock, worth $264,238. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,958
Previous 2,958 -0.0%
Holding current value
$264,238
Previous $260,000 0.38%
% of portfolio
0.08%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 11, 2023
BUY
$67.49 - $73.03 $199,635 - $216,022
2,958 New
2,958 $216,000
Q2 2022

Aug 08, 2022
BUY
$62.75 - $78.76 $40,975 - $51,430
653 Added 22.9%
3,504 $227,000
Q1 2021

May 13, 2021
BUY
$67.45 - $75.68 $192,299 - $215,763
2,851 New
2,851 $211,000

Others Institutions Holding IWR

# of Institutions
1,536
Shares Held
382M
Call Options Held
151K
Put Options Held
163K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Fairhaven Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email