Shelton Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History
Shelton Wealth Management, LLC
- $201 Million
- Q2 2025
A detailed history of Shelton Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 61,838 shares of IWR stock, worth $5.83 Million. This represents 2.84% of its overall portfolio holdings.
Number of Shares
61,838
Previous 63,563
2.71%
Holding current value
$5.83 Million
Previous $5.41 Million
5.18%
% of portfolio
2.84%
Previous 3.01%
Shares
15 transactions
Others Institutions Holding IWR
# of Institutions
1,565Shares Held
371MCall Options Held
151KPut Options Held
30.8K-
Jones Financial Companies Lllp66.5MShares$6.27 Billion5.09% of portfolio
-
Bank Of America Corp Charlotte, NC62.5MShares$5.89 Billion0.44% of portfolio
-
Wells Fargo & Company San Francisco, CA38.3MShares$3.61 Billion0.76% of portfolio
-
Us Bancorp \De\13.9MShares$1.31 Billion1.64% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA13.2MShares$1.24 Billion0.59% of portfolio