A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 78 shares of IWF stock, worth $30,741. This represents 0.01% of its overall portfolio holdings.

Number of Shares
78
Previous 78 -0.0%
Holding current value
$30,741
Previous $28,000 3.57%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024

SELL
$316.15 - $367.33 $948 - $1,101
-3 Reduced 3.7%
78 $28,000
Q4 2023

Jan 29, 2024

SELL
$256.94 - $304.21 $513 - $608
-2 Reduced 2.41%
81 $24,000
Q3 2023

Oct 24, 2023

SELL
$263.8 - $285.38 $2,374 - $2,568
-9 Reduced 9.78%
83 $22,000
Q2 2023

Aug 09, 2023

SELL
$239.31 - $275.18 $717 - $825
-3 Reduced 3.16%
92 $25,000
Q4 2022

Jan 19, 2023

BUY
$207.03 - $232.89 $2,691 - $3,027
13 Added 15.85%
95 $0
Q2 2022

Jul 25, 2022

SELL
$209.9 - $283.21 $20,150 - $27,188
-96 Reduced 53.93%
82 $18,000
Q1 2022

Apr 29, 2022

SELL
$246.62 - $307.78 $19,236 - $24,006
-78 Reduced 30.47%
178 $49,000
Q4 2021

Feb 15, 2022

BUY
$270.99 - $309.52 $69,373 - $79,237
256 New
256 $78,000

Others Institutions Holding IWF

About ISHARES RUSSELL 1000 GR ETF


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

Track Morris Financial Concepts, Inc. Portfolio

Follow Morris Financial Concepts, Inc. 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 Morris Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Morris Financial Concepts, Inc. with notifications on news.