A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 682 shares of IWL stock, worth $114,678. This represents 0.08% of its overall portfolio holdings.

Number of Shares
682
Previous 680 0.29%
Holding current value
$114,678
Previous $104 Million 8.73%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Nov 12, 2025

BUY
$152.78 - $166.59 $305 - $333
2 Added 0.29%
682 $113 Million
Q2 2025

Aug 08, 2025

BUY
$122.36 - $153.12 $2,447 - $3,062
20 Added 3.03%
680 $104 Million
Q1 2025

May 09, 2025

BUY
$135.83 - $151.73 $135 - $151
1 Added 0.15%
660 $90.8 Million
Q4 2024

Jan 28, 2025

BUY
$138.92 - $149.97 $91,548 - $98,830
659 New
659 $95.3 Million

Others Institutions Holding IWL

About ISHARES TR RUSSELL 200 ETF


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

Track Comprehensive Financial Planning, Inc./Pa Portfolio

Follow Comprehensive Financial Planning, Inc./Pa 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 Comprehensive Financial Planning, Inc./Pa, based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Financial Planning, Inc./Pa with notifications on news.