Wittenberg Investment Management, Inc. Ishares Russell Midcap Value E Transaction History

Wittenberg Investment Management, Inc.

  • $207 Million
  • Q3 2025

A detailed history of Wittenberg Investment Management, Inc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Wittenberg Investment Management, Inc. holds 3,478 shares of IWS stock, worth $479,442. This represents 0.23% of its overall portfolio holdings.

Number of Shares
3,478
Previous 3,478 -0.0%
Holding current value
$479,442
Previous $459,000 5.66%
% of portfolio
0.23%
Previous 0.24%

Shares

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

Aug 11, 2025
BUY
$110.58 - $132.14 $384,597 - $459,582
3,478 New
3,478 $459,000
Q4 2024

Feb 12, 2025
SELL
$128.08 - $140.32 $1.25 Million - $1.37 Million
-9,784 Reduced 73.77%
3,478 $449,000
Q2 2024

Aug 13, 2024
SELL
$117.31 - $125.13 $293,275 - $312,825
-2,500 Reduced 15.86%
13,262 $1.6 Million
Q1 2024

May 03, 2024
SELL
$112.43 - $125.33 $562,150 - $626,650
-5,000 Reduced 24.08%
15,762 $1.98 Million
Q3 2023

Nov 13, 2023
SELL
$103.48 - $114.68 $310,440 - $344,040
-3,000 Reduced 12.63%
20,762 $2.17 Million
Q2 2023

Feb 09, 2024
SELL
$101.5 - $109.84 $69,933 - $75,679
-689 Reduced 2.82%
23,762 $2.61 Million
Q2 2023

Aug 11, 2023
SELL
$101.5 - $109.84 $69,933 - $75,679
-689 Reduced 2.82%
23,762 $2.61 Million
Q1 2023

Feb 09, 2024
BUY
$100.22 - $116.23 $11,425 - $13,250
114 Added 0.47%
24,451 $2.6 Million
Q1 2023

May 15, 2023
BUY
$100.22 - $116.23 $11,425 - $13,250
114 Added 0.47%
24,451 $2.6 Million
Q4 2022

Feb 09, 2024
BUY
$96.57 - $111.69 $345,237 - $399,291
3,575 Added 17.22%
24,337 $2.56 Million
Q4 2022

Feb 06, 2023
BUY
$96.57 - $111.69 $27,329 - $31,608
283 Added 1.18%
24,337 $2.56 Million
Q3 2022

Nov 14, 2022
SELL
$96.05 - $115.74 $105,847 - $127,545
-1,102 Reduced 4.38%
24,054 $2.31 Million
Q2 2022

Aug 15, 2022
BUY
$99.42 - $121.64 $1.83 Million - $2.24 Million
18,451 Added 275.18%
25,156 $2.56 Million
Q1 2022

May 16, 2022
BUY
$112.23 - $123.59 $2,805 - $3,089
25 Added 0.37%
6,705 $802,000
Q4 2021

Feb 14, 2022
BUY
$114.04 - $122.75 $140,611 - $151,350
1,233 Added 22.64%
6,680 $817,000
Q3 2021

Nov 05, 2021
BUY
$110.67 - $119.04 $602,819 - $648,410
5,447 New
5,447 $617,000

Others Institutions Holding IWS

# of Institutions
1,060
Shares Held
93.6M
Call Options Held
17.5K
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
Track This Portfolio

Track Wittenberg Investment Management, Inc. Portfolio

Follow Wittenberg Investment Management, Inc. 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 Wittenberg Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wittenberg Investment Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email