Rfg Bristol Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Rfg Bristol Wealth Advisors, LLC

  • $359 Billion
  • Q4 2025

A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 15,986 shares of IWR stock, worth $1.51 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
15,986
Previous 3,145 408.3%
Holding current value
$1.51 Million
Previous $304 Million 406.82%
% of portfolio
0.43%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 22, 2026
BUY
$94.02 - $97.61 $1.21 Million - $1.25 Million
12,841 Added 408.3%
15,986 $1.54 Billion
Q3 2025

Oct 22, 2025
SELL
$92.26 - $97.51 $42,808 - $45,244
-464 Reduced 12.86%
3,145 $304 Million
Q2 2025

Aug 05, 2025
SELL
$74.88 - $91.97 $8,087 - $9,932
-108 Reduced 2.91%
3,609 $332 Million
Q1 2025

May 08, 2025
SELL
$82.81 - $92.93 $4,885 - $5,482
-59 Reduced 1.56%
3,717 $316 Million
Q4 2024

Feb 12, 2025
BUY
$87.25 - $95.52 $329,456 - $360,683
3,776 New
3,776 $334 Million

Others Institutions Holding IWR

# of Institutions
1,656
Shares Held
391M
Call Options Held
208K
Put Options Held
28.7K
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 Rfg Bristol Wealth Advisors, LLC Portfolio

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

News

Stay updated on Rfg Bristol Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email