Shelton Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Shelton Wealth Management, LLC

  • $158 Million
  • Q1 2024

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 88,427 shares of IWR stock, worth $7.19 Million. This represents 4.7% of its overall portfolio holdings.

Number of Shares
88,427
Previous 102,312 13.57%
Holding current value
$7.19 Million
Previous $7.95 Million 6.5%
% of portfolio
4.7%
Previous 5.66%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$75.37 - $84.09 $1.05 Million - $1.17 Million
-13,885 Reduced 13.57%
88,427 $7.44 Million
Q4 2023

Feb 14, 2024
SELL
$64.84 - $78.27 $1.9 Million - $2.29 Million
-29,290 Reduced 22.26%
102,312 $7.95 Million
Q3 2023

Nov 01, 2023
SELL
$68.54 - $75.91 $75,462 - $83,576
-1,101 Reduced 0.83%
131,602 $9.11 Million
Q2 2023

Aug 01, 2023
BUY
$67.49 - $73.03 $14,847 - $16,066
220 Added 0.17%
132,703 $9.69 Million
Q1 2023

May 08, 2023
SELL
$66.27 - $75.04 $1.21 Million - $1.37 Million
-18,259 Reduced 12.11%
132,483 $9.26 Million
Q4 2022

Feb 09, 2023
SELL
$65.92 - $71.89 $542,983 - $592,157
-8,237 Reduced 5.18%
150,742 $10.2 Million
Q3 2022

Nov 08, 2022
BUY
$63.62 - $74.82 $10,688 - $12,569
168 Added 0.11%
158,979 $9.88 Million
Q2 2022

Jul 28, 2022
BUY
$62.75 - $78.76 $235,877 - $296,058
3,759 Added 2.42%
158,811 $10.3 Million
Q1 2022

May 10, 2022
BUY
$72.29 - $82.89 $1.19 Million - $1.36 Million
16,457 Added 11.87%
155,052 $12.1 Million
Q4 2021

Jan 26, 2022
BUY
$78.41 - $85.28 $10.9 Million - $11.8 Million
138,595 New
138,595 $11.5 Million

Others Institutions Holding IWR

# of Institutions
1,340
Shares Held
322M
Call Options Held
186K
Put Options Held
11.8K
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 Shelton Wealth Management, LLC Portfolio

Follow Shelton Wealth Management, 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 Shelton Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shelton Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email