A detailed history of Planning Directions Inc transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Planning Directions Inc holds 2,282 shares of IWS stock, worth $314,573. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,282
Previous 1,811 26.01%
Holding current value
$314,573
Previous $239,000 33.05%
% of portfolio
0.17%
Previous 0.14%

Shares

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

Nov 12, 2025

BUY
$132.83 - $140.61 $62,562 - $66,227
471 Added 26.01%
2,282 $318,000
Q2 2025

Aug 01, 2025

SELL
$110.58 - $132.14 $68,891 - $82,323
-623 Reduced 25.6%
1,811 $239,000
Q1 2025

Apr 29, 2025

BUY
$122.59 - $135.24 $298,384 - $329,174
2,434 New
2,434 $306,000

Others Institutions Holding IWS

About ISHARES RUSSELL MIDCAP VALUE E


  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
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