A detailed history of Stephenson & Company, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Stephenson & Company, Inc. holds 2,834 shares of IWR stock, worth $248,513. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,834
Previous 2,795 1.4%
Holding current value
$248,513
Previous $235 Million 2.23%
% of portfolio
0.17%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

BUY
$78.66 - $83.59 $3,067 - $3,260
39 Added 1.4%
2,834 $230 Million
Q1 2024

Apr 30, 2024

BUY
$75.37 - $84.09 $7,160 - $7,988
95 Added 3.52%
2,795 $235 Million
Q4 2023

Jan 31, 2024

BUY
$64.84 - $78.27 $175,068 - $211,329
2,700 New
2,700 $210 Million

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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