My Personal Cfo, LLC Ishares Russell Mid Cap ETF Transaction History

My Personal Cfo, LLC

  • $206 Million
  • Q2 2025

A detailed history of My Personal Cfo, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, My Personal Cfo, LLC holds 5,718 shares of IWR stock, worth $555,961. This represents 0.26% of its overall portfolio holdings.

Number of Shares
5,718
Previous 5,715 0.05%
Holding current value
$555,961
Previous $486,000 8.02%
% of portfolio
0.26%
Previous 0.26%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$74.88 - $91.97 $224 - $275
3 Added 0.05%
5,718 $525,000
Q1 2025

Apr 23, 2025
BUY
$82.81 - $92.93 $248 - $278
3 Added 0.05%
5,715 $486,000
Q4 2024

Jan 24, 2025
BUY
$87.25 - $95.52 $349 - $382
4 Added 0.07%
5,712 $504,000
Q3 2024

Oct 21, 2024
SELL
$79.92 - $88.19 $118,361 - $130,609
-1,481 Reduced 20.6%
5,708 $503,000
Q2 2024

Jul 25, 2024
BUY
$78.66 - $83.59 $157 - $167
2 Added 0.03%
7,189 $582,000
Q1 2024

Apr 24, 2024
BUY
$75.37 - $84.09 $150 - $168
2 Added 0.03%
7,187 $604,000
Q4 2023

Jan 22, 2024
BUY
$64.84 - $78.27 $194 - $234
3 Added 0.04%
7,185 $558,000
Q2 2023

Jul 12, 2023
SELL
$67.49 - $73.03 $541,877 - $586,357
-8,029 Reduced 52.78%
7,182 $524,000
Q1 2023

Apr 21, 2023
BUY
$66.27 - $75.04 $590,001 - $668,081
8,903 Added 141.14%
15,211 $1.06 Million
Q4 2022

Jan 11, 2023
BUY
$62.09 - $71.89 $186,456 - $215,885
3,003 Added 90.86%
6,308 $0
Q3 2022

Oct 20, 2022
BUY
$62.15 - $74.82 $186 - $224
3 Added 0.09%
3,305 $457,000
Q3 2022

Oct 18, 2022
SELL
$62.15 - $74.82 $54,381 - $65,467
-875 Reduced 20.95%
3,302 $205,000
Q2 2022

Aug 03, 2022
BUY
$62.75 - $78.76 $262,106 - $328,980
4,177 New
4,177 $270,000
Q2 2022

Jul 08, 2022
SELL
$62.75 - $78.76 $262,044 - $328,901
-4,176 Closed
0 $0
Q1 2022

May 12, 2022
BUY
$72.29 - $82.89 $13,445 - $15,417
186 Added 4.66%
4,176 $326,000
Q4 2021

Apr 29, 2022
BUY
$78.41 - $85.28 $312,855 - $340,267
3,990 New
3,990 $331,000

Others Institutions Holding IWR

# of Institutions
1,609
Shares Held
377M
Call Options Held
198K
Put Options Held
37.3K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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