A detailed history of Tru Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 2,905 shares of IWR stock, worth $264,645. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,905
Previous 2,905 -0.0%
Holding current value
$264,645
Previous $235,000 8.94%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Apr 15, 2024

SELL
$75.37 - $84.09 $8,064 - $8,997
-107 Reduced 3.55%
2,905 $244,000
Q4 2022

Jan 27, 2023

BUY
$62.09 - $71.89 $187,015 - $216,532
3,012 New
3,012 $0
Q2 2022

Jul 22, 2022

SELL
$62.75 - $78.76 $189,003 - $237,225
-3,012 Closed
0 $0
Q4 2020

Jan 26, 2021

BUY
$57.75 - $68.61 $173,943 - $206,653
3,012 New
3,012 $206,000

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Tru Wealth Advisors, LLC Portfolio

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

News

Stay updated on Tru Wealth Advisors, LLC with notifications on news.