Morris Financial Concepts, Inc. Ishares Russell Mid Cap ETF Transaction History
Morris Financial Concepts, Inc.
- $271 Million
- Q3 2025
A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 1,364 shares of IWR stock, worth $129,689. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,364
Previous 1,364
-0.0%
Holding current value
$129,689
Previous $125,000
4.8%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding IWR
# of Institutions
1,606Shares Held
377MCall Options Held
198KPut Options Held
37.3K-
Jones Financial Companies Lllp69.7MShares$6.63 Billion4.89% of portfolio
-
Bank Of America Corp Charlotte, NC60.8MShares$5.78 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA39.2MShares$3.73 Billion0.77% of portfolio
-
Us Bancorp \De\13.9MShares$1.32 Billion1.64% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA12.9MShares$1.23 Billion0.77% of portfolio