Smart Wealth LLC Ishares Russell Midcap Value E Transaction History

Smart Wealth LLC

  • $319 Billion
  • Q2 2025

A detailed history of Smart Wealth LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Smart Wealth LLC holds 2,360 shares of IWS stock, worth $324,098. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,360
Previous 1,854 27.29%
Holding current value
$324,098
Previous $234 Million 33.54%
% of portfolio
0.1%
Previous 0.08%

Shares

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

Aug 13, 2025
BUY
$110.58 - $132.14 $55,953 - $66,862
506 Added 27.29%
2,360 $312 Million
Q1 2025

Apr 29, 2025
BUY
$122.59 - $135.24 $14,465 - $15,958
118 Added 6.8%
1,854 $234 Million
Q4 2024

Jan 28, 2025
BUY
$128.08 - $140.32 $222,346 - $243,595
1,736 New
1,736 $225 Million

Others Institutions Holding IWS

# of Institutions
1,055
Shares Held
93.5M
Call Options Held
14.6K
Put Options Held
0
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

IWS Quotes by TradingView
  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
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