My Purposeful Wealth Corp. Ishares Russell Mid Cap ETF Transaction History

My Purposeful Wealth Corp.

  • $213 Billion
  • Q1 2025

A detailed history of My Purposeful Wealth Corp. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, My Purposeful Wealth Corp. holds 5,106 shares of IWR stock, worth $458,978. This represents 0.2% of its overall portfolio holdings.

Number of Shares
5,106
Previous 6,944 26.47%
Holding current value
$458,978
Previous $614 Million 29.23%
% of portfolio
0.2%
Previous 0.28%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$82.81 - $92.93 $152,204 - $170,805
-1,838 Reduced 26.47%
5,106 $434 Million
Q4 2024

Feb 03, 2025
SELL
$87.25 - $95.52 $8,725 - $9,552
-100 Reduced 1.42%
6,944 $614 Million
Q3 2024

Oct 29, 2024
SELL
$79.92 - $88.19 $1,998 - $2,204
-25 Reduced 0.35%
7,044 $621 Million
Q2 2024

Jul 31, 2024
BUY
$78.66 - $83.59 $943 - $1,003
12 Added 0.17%
7,069 $573 Million
Q1 2024

Apr 29, 2024
SELL
$75.37 - $84.09 $10,325 - $11,520
-137 Reduced 1.9%
7,057 $593 Million
Q4 2023

Feb 06, 2024
SELL
$64.84 - $78.27 $29,891 - $36,082
-461 Reduced 6.02%
7,194 $559 Million
Q3 2023

Nov 14, 2023
BUY
$68.54 - $75.91 $36,805 - $40,763
537 Added 7.54%
7,655 $530 Million
Q2 2023

Jul 24, 2023
BUY
$67.49 - $73.03 $5,601 - $6,061
83 Added 1.18%
7,118 $520 Million
Q1 2023

Apr 26, 2023
BUY
$66.27 - $75.04 $16,567 - $18,760
250 Added 3.68%
7,035 $492 Million
Q4 2022

Feb 09, 2023
BUY
$62.09 - $71.89 $421,280 - $487,773
6,785 New
6,785 $458 Million

Others Institutions Holding IWR

# of Institutions
1,539
Shares Held
382M
Call Options Held
151K
Put Options Held
164K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track My Purposeful Wealth Corp. Portfolio

Follow My Purposeful Wealth Corp. 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 My Purposeful Wealth Corp., based on Form 13F filings with the SEC.

News

Stay updated on My Purposeful Wealth Corp. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email