A detailed history of Horizons Wealth Management transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Horizons Wealth Management holds 280 shares of IWS stock, worth $36,481. This represents 0.03% of its overall portfolio holdings.

Number of Shares
280
Previous 280 -0.0%
Holding current value
$36,481
Previous $33,000 12.12%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 12, 2023

SELL
$103.48 - $114.68 $6,208 - $6,880
-60 Reduced 17.65%
280 $29,000
Q2 2023

Jul 03, 2023

SELL
$101.5 - $109.84 $3,349 - $3,624
-33 Reduced 8.85%
340 $37,000
Q2 2022

Aug 19, 2022

BUY
$99.42 - $121.64 $37,083 - $45,371
373 New
373 $43,000

Others Institutions Holding IWS

About ISHARES RUSSELL MIDCAP VALUE E


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

Track Horizons Wealth Management Portfolio

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

News

Stay updated on Horizons Wealth Management with notifications on news.