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 13,265 shares of IWS stock, worth $1.74 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
13,265
Previous 10,441 27.05%
Holding current value
$1.74 Million
Previous $1.26 Million 39.1%
% of portfolio
0.12%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL MIDCAP VALUE E


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

Track Wcg Wealth Advisors LLC Portfolio

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

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.