Cfs Investment Advisory Services, LLC Ishares Russell Mid Cap ETF Transaction History

Cfs Investment Advisory Services, LLC

  • $1.23 Billion
  • Q3 2025

A detailed history of Cfs Investment Advisory Services, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 2,910 shares of IWR stock, worth $275,344. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,910
Previous 2,769 5.09%
Holding current value
$275,344
Previous $255,000 9.8%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$92.26 - $97.51 $13,008 - $13,748
141 Added 5.09%
2,910 $280,000
Q2 2025

Aug 11, 2025
SELL
$74.88 - $91.97 $17,821 - $21,888
-238 Reduced 7.91%
2,769 $255,000
Q1 2025

May 12, 2025
BUY
$82.81 - $92.93 $249,009 - $279,440
3,007 New
3,007 $256,000
Q3 2021

Nov 19, 2021
SELL
$76.44 - $82.59 $468,042 - $505,698
-6,123 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
$74.82 - $79.61 $458,122 - $487,452
6,123 New
6,123 $485,000

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 Cfs Investment Advisory Services, LLC Portfolio

Follow Cfs Investment Advisory Services, 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 Cfs Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cfs Investment Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email