Wealthquest Corp Ishares Russell Mid Cap ETF Transaction History

Wealthquest Corp

  • $635 Million
  • Q2 2024

A detailed history of Wealthquest Corp transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Wealthquest Corp holds 10,699 shares of IWR stock, worth $974,678. This represents 0.14% of its overall portfolio holdings.

Number of Shares
10,699
Previous 10,654 0.42%
Holding current value
$974,678
Previous $895,000 3.13%
% of portfolio
0.14%
Previous 0.11%

Shares

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

Aug 26, 2024
BUY
$78.66 - $83.59 $3,539 - $3,761
45 Added 0.42%
10,699 $867,000
Q1 2024

May 09, 2024
BUY
$75.37 - $84.09 $4,974 - $5,549
66 Added 0.62%
10,654 $895,000
Q4 2023

Feb 15, 2024
SELL
$64.84 - $78.27 $1,750 - $2,113
-27 Reduced 0.25%
10,588 $823,000
Q3 2023

Nov 15, 2023
BUY
$68.54 - $75.91 $8,910 - $9,868
130 Added 1.24%
10,615 $735,000
Q2 2023

Aug 14, 2023
SELL
$67.49 - $73.03 $4,116 - $4,454
-61 Reduced 0.58%
10,485 $765,000
Q4 2022

Feb 10, 2023
SELL
$62.09 - $71.89 $44,394 - $51,401
-715 Reduced 6.35%
10,546 $711,000
Q3 2022

Nov 08, 2022
SELL
$62.15 - $74.82 $3.48 Million - $4.19 Million
-56,054 Reduced 83.27%
11,261 $699,000
Q2 2022

Aug 12, 2022
BUY
$62.75 - $78.76 $3.64 Million - $4.57 Million
58,070 Added 628.12%
67,315 $4.35 Million
Q4 2021

Feb 14, 2022
SELL
$78.41 - $85.28 $295,292 - $321,164
-3,766 Reduced 28.94%
9,245 $767,000
Q3 2021

Nov 15, 2021
SELL
$76.44 - $82.59 $74,146 - $80,112
-970 Reduced 6.94%
13,011 $1.02 Million
Q2 2021

Aug 10, 2021
SELL
$74.82 - $79.61 $12,794 - $13,613
-171 Reduced 1.21%
13,981 $1.11 Million
Q2 2020

Aug 11, 2020
BUY
$40.64 - $57.63 $575,137 - $815,579
14,152 New
14,152 $758,000
Q1 2019

Apr 18, 2019
SELL
$45.53 - $54.18 $51,448 - $61,223
-1,130 Closed
0 $0
Q4 2018

Jan 23, 2019
BUY
$43.7 - $54.95 $49,381 - $62,093
1,130 New
1,130 $249,000

Others Institutions Holding IWR

# of Institutions
1,408
Shares Held
340M
Call Options Held
130K
Put Options Held
26.6K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Wealthquest Corp Portfolio

Follow Wealthquest Corp 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 Wealthquest Corp, based on Form 13F filings with the SEC.

News

Stay updated on Wealthquest Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email