Wcg Wealth Advisors LLC Ishares Russell Midcap Value E Transaction History

Wcg Wealth Advisors LLC

  • $1.42 Billion
  • Q2 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 12,281 shares of IWS stock, worth $1.69 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
12,281
Previous 13,854 11.35%
Holding current value
$1.69 Million
Previous $1.75 Million 7.05%
% of portfolio
0.11%
Previous 0.14%

Shares

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

Aug 13, 2025
SELL
$110.58 - $132.14 $173,942 - $207,856
-1,573 Reduced 11.35%
12,281 $1.62 Million
Q1 2025

May 14, 2025
BUY
$122.59 - $135.24 $3,064 - $3,381
25 Added 0.18%
13,854 $1.75 Million
Q4 2024

Feb 18, 2025
BUY
$128.08 - $140.32 $72,237 - $79,140
564 Added 4.25%
13,829 $1.79 Million
Q3 2024

Nov 13, 2024
BUY
$119.52 - $132.25 $337,524 - $373,474
2,824 Added 27.05%
13,265 $1.75 Million
Q2 2024

Aug 12, 2024
BUY
$117.31 - $125.13 $1.22 Million - $1.31 Million
10,441 New
10,441 $1.26 Million

Others Institutions Holding IWS

# of Institutions
1,053
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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