Journey Beyond Wealth, LLC Ishares Russell Mid Cap ETF Transaction History
Journey Beyond Wealth, LLC
- $119 Billion
- Q2 2025
A detailed history of Journey Beyond Wealth, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Journey Beyond Wealth, LLC holds 3,448 shares of IWR stock, worth $328,663. This represents 0.27% of its overall portfolio holdings.
Number of Shares
3,448
Previous 3,448
-0.0%
Holding current value
$328,663
Previous $293 Million
8.11%
% of portfolio
0.27%
Previous 0.27%
Shares
1 transactions
Others Institutions Holding IWR
# of Institutions
1,563Shares Held
371MCall Options Held
151KPut Options Held
164K-
Jones Financial Companies Lllp66.5MShares$6.34 Billion5.09% of portfolio
-
Bank Of America Corp Charlotte, NC62.5MShares$5.95 Billion0.44% of portfolio
-
Wells Fargo & Company San Francisco, CA38.3MShares$3.65 Billion0.76% of portfolio
-
Us Bancorp \De\13.9MShares$1.33 Billion1.64% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA13.2MShares$1.25 Billion0.59% of portfolio