Fonville Wealth Management LLC Ishares Russell Mid Cap ETF Transaction History

Fonville Wealth Management LLC

  • $489 Billion
  • Q4 2025

A detailed history of Fonville Wealth Management LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Fonville Wealth Management LLC holds 2,129 shares of IWR stock, worth $201,445. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,129
Previous 2,119 0.47%
Holding current value
$201,445
Previous $205 Million 0.18%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Jan 22, 2026
BUY
$94.02 - $97.61 $940 - $976
10 Added 0.47%
2,129 $205 Million
Q3 2025

Oct 27, 2025
BUY
$92.26 - $97.51 $195,498 - $206,623
2,119 New
2,119 $205 Million

Others Institutions Holding IWR

# of Institutions
1,659
Shares Held
391M
Call Options Held
208K
Put Options Held
28K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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