A detailed history of Tyler Stone Wealth Management transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Tyler Stone Wealth Management holds 2,328 shares of IWR stock, worth $219,879. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,328
Previous 1,163 100.17%
Holding current value
$219,879
Previous $94,000 118.09%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$79.92 - $88.19 $93,106 - $102,741
1,165 Added 100.17%
2,328 $205,000
Q2 2024

Aug 14, 2024

SELL
$78.66 - $83.59 $50,342 - $53,497
-640 Reduced 35.5%
1,163 $94,000
Q4 2023

Feb 14, 2024

BUY
$64.84 - $78.27 $20,748 - $25,046
320 Added 21.58%
1,803 $140,000
Q2 2023

Aug 14, 2023

SELL
$67.49 - $73.03 $26,861 - $29,065
-398 Reduced 21.16%
1,483 $108,000
Q3 2022

Nov 14, 2022

SELL
$62.15 - $74.82 $17,402 - $20,949
-280 Reduced 12.96%
1,881 $117,000
Q4 2021

Feb 22, 2022

BUY
$78.41 - $85.28 $169,444 - $184,290
2,161 New
2,161 $179,000

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


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