Rfg Bristol Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Rfg Bristol Wealth Advisors, LLC

  • $322 Billion
  • Q2 2025

A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 3,609 shares of IWR stock, worth $350,975. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,609
Previous 3,717 2.91%
Holding current value
$350,975
Previous $316 Million 4.96%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Aug 05, 2025
SELL
$74.88 - $91.97 $8,087 - $9,932
-108 Reduced 2.91%
3,609 $332 Million
Q1 2025

May 08, 2025
SELL
$82.81 - $92.93 $4,885 - $5,482
-59 Reduced 1.56%
3,717 $316 Million
Q4 2024

Feb 12, 2025
BUY
$87.25 - $95.52 $329,456 - $360,683
3,776 New
3,776 $334 Million

Others Institutions Holding IWR

# of Institutions
1,608
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
Track This Portfolio

Track Rfg Bristol Wealth Advisors, LLC Portfolio

Follow Rfg Bristol Wealth Advisors, LLC 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 Rfg Bristol Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rfg Bristol Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email