Goal Vest Advisory LLC Ishares Russell Mid Cap ETF Transaction History

Goal Vest Advisory LLC

  • $488 Million
  • Q4 2025

A detailed history of Goal Vest Advisory LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Goal Vest Advisory LLC holds 40 shares of IWR stock, worth $3,784. This represents 0.0% of its overall portfolio holdings.

Number of Shares
40
Holding current value
$3,784
% of portfolio
0.0%

Shares

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

Jan 05, 2026
BUY
$94.02 - $97.61 $3,760 - $3,904
40 New
40 $3,000

Others Institutions Holding IWR

# of Institutions
1,644
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 Goal Vest Advisory LLC Portfolio

Follow Goal Vest Advisory 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 Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email