A detailed history of Dominguez Wealth Management Solutions, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Dominguez Wealth Management Solutions, Inc. holds 13,885 shares of IWR stock, worth $1.24 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
13,885
Previous 13,873 0.09%
Holding current value
$1.24 Million
Previous $1.12 Billion 8.8%
% of portfolio
0.89%
Previous 0.85%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 03, 2024

BUY
$79.92 - $88.19 $959 - $1,058
12 Added 0.09%
13,885 $1.22 Billion
Q2 2024

Jul 10, 2024

SELL
$78.66 - $83.59 $15,417 - $16,383
-196 Reduced 1.39%
13,873 $1.12 Billion
Q1 2024

Apr 18, 2024

BUY
$75.37 - $84.09 $753 - $840
10 Added 0.07%
14,069 $1.18 Billion
Q4 2023

Jan 09, 2024

SELL
$64.84 - $78.27 $1,945 - $2,348
-30 Reduced 0.21%
14,059 $1.09 Billion
Q3 2023

Oct 18, 2023

SELL
$68.54 - $75.91 $11,994 - $13,284
-175 Reduced 1.23%
14,089 $976 Million
Q2 2023

Jul 13, 2023

SELL
$67.49 - $73.03 $15,320 - $16,577
-227 Reduced 1.57%
14,264 $1.04 Billion
Q1 2023

Apr 24, 2023

BUY
$66.27 - $75.04 $994 - $1,125
15 Added 0.1%
14,491 $1.01 Billion
Q4 2022

Feb 13, 2023

BUY
$62.09 - $71.89 $898,814 - $1.04 Million
14,476 New
14,476 $976 Million

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


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

Track Dominguez Wealth Management Solutions, Inc. Portfolio

Follow Dominguez Wealth Management Solutions, 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 Dominguez Wealth Management Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Dominguez Wealth Management Solutions, Inc. with notifications on news.