Phoenix Wealth Advisors Ishares Russell Mid Cap ETF Transaction History

Phoenix Wealth Advisors

  • $228 Million
  • Q1 2025

A detailed history of Phoenix Wealth Advisors transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Phoenix Wealth Advisors holds 4,001 shares of IWR stock, worth $381,375. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,001
Previous 4,001 -0.0%
Holding current value
$381,375
Previous $353,000 3.68%
% of portfolio
0.15%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$79.92 - $88.19 $135,864 - $149,923
-1,700 Reduced 29.82%
4,001 $352,000
Q2 2024

Jul 17, 2024
BUY
$78.66 - $83.59 $99,583 - $105,824
1,266 Added 28.55%
5,701 $462,000
Q1 2024

Apr 26, 2024
BUY
$75.37 - $84.09 $334,265 - $372,939
4,435 New
4,435 $372,000
Q1 2022

May 02, 2022
SELL
$72.29 - $82.89 $175,303 - $201,008
-2,425 Closed
0 $0
Q4 2020

Feb 05, 2021
BUY
$57.75 - $68.61 $140,043 - $166,379
2,425 New
2,425 $166,000

Others Institutions Holding IWR

# of Institutions
1,563
Shares Held
371M
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 Phoenix Wealth Advisors Portfolio

Follow Phoenix Wealth Advisors 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 Phoenix Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Phoenix Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email