Peak Financial Management, Inc. Ishares Russell Midcap Value E Transaction History

Peak Financial Management, Inc.

  • $359 Million
  • Q3 2025

A detailed history of Peak Financial Management, Inc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Peak Financial Management, Inc. holds 1,900 shares of IWS stock, worth $260,927. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,900
Previous 2,100 9.52%
Holding current value
$260,927
Previous $277,000 4.33%
% of portfolio
0.07%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
SELL
$132.83 - $140.61 $26,566 - $28,122
-200 Reduced 9.52%
1,900 $265,000
Q4 2022

Jan 27, 2023
BUY
$96.57 - $111.69 $202,797 - $234,549
2,100 New
2,100 $221,000
Q2 2022

Jul 29, 2022
BUY
$99.42 - $121.64 $11,930 - $14,596
120 Added 6.0%
2,120 $215,000
Q1 2022

Apr 20, 2022
BUY
$112.23 - $123.59 $224,460 - $247,180
2,000 New
2,000 $239,000

Others Institutions Holding IWS

# of Institutions
1,057
Shares Held
93.6M
Call Options Held
14.6K
Put Options Held
0
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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