A detailed history of Holos Integrated Wealth LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 767 shares of IWS stock, worth $102,708. This represents 0.06% of its overall portfolio holdings.

Number of Shares
767
Previous 767 -0.0%
Holding current value
$102,708
Previous $99.2 Million 2.61%
% of portfolio
0.06%
Previous 0.07%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Aug 08, 2025

BUY
$128.08 - $140.32 $98,237 - $107,625
767 New
767 $99.2 Million

Others Institutions Holding IWS

About ISHARES RUSSELL MIDCAP VALUE E


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

Track Holos Integrated Wealth LLC Portfolio

Follow Holos Integrated 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 Holos Integrated Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holos Integrated Wealth LLC with notifications on news.