A detailed history of Fusion Family Wealth LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Fusion Family Wealth LLC holds 997 shares of IWF stock, worth $391,581. This represents 0.03% of its overall portfolio holdings.

Number of Shares
997
Previous 997 -0.0%
Holding current value
$391,581
Previous $363,000 3.03%
% of portfolio
0.03%
Previous 0.04%

Shares

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

May 10, 2024

BUY
$294.43 - $339.01 $33,859 - $38,986
115 Added 13.04%
997 $336,000
Q1 2023

Apr 20, 2023

BUY
$209.92 - $244.33 $185,149 - $215,499
882 New
882 $215,000
Q3 2022

Oct 19, 2022

BUY
$210.4 - $257.47 $185,572 - $227,088
882 New
882 $242,000
Q2 2022

Jul 11, 2022

SELL
$209.9 - $283.21 $185,131 - $249,791
-882 Closed
0 $0
Q2 2021

Jul 30, 2021

BUY
$244.58 - $272.16 $45,491 - $50,621
186 Added 26.72%
882 $239,000
Q4 2020

Feb 09, 2021

SELL
$209.58 - $241.25 $41,916 - $48,250
-200 Reduced 22.32%
696 $168,000
Q3 2020

Nov 09, 2020

BUY
$194.64 - $233.83 $77,856 - $93,532
400 Added 80.65%
896 $194,000
Q2 2020

Aug 13, 2020

SELL
$144.16 - $193.61 $59,393 - $79,767
-412 Reduced 45.37%
496 $95,000
Q4 2019

Jan 29, 2020

BUY
$155.29 - $176.84 $31,058 - $35,368
200 Added 28.25%
908 $160,000
Q3 2019

Oct 31, 2019

BUY
$158.47 - $162.55 $950 - $975
6 Added 0.85%
708 $113,000
Q2 2019

Aug 06, 2019

SELL
N/A
-97 Reduced 12.14%
702 $110,000
Q4 2018

Jan 18, 2019

BUY
N/A
232 Added 40.92%
799 $105,000
Q2 2018

Aug 03, 2018

SELL
N/A
-140 Reduced 19.8%
567 $82,000
Q1 2018

May 02, 2018

SELL
N/A
-1,060 Reduced 59.99%
707 $96,000
Q2 2017

Aug 07, 2017

BUY
N/A
1,767
1,767 $210,000

Others Institutions Holding IWF

About ISHARES RUSSELL 1000 GR ETF


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

Track Fusion Family Wealth LLC Portfolio

Follow Fusion Family Wealth 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 Fusion Family Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fusion Family Wealth LLC with notifications on news.