Kfa Private Wealth Group, LLC Ishares Russell Mid Cap ETF Transaction History

Kfa Private Wealth Group, LLC

  • $412 Million
  • Q4 2025

A detailed history of Kfa Private Wealth Group, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 5,023 shares of IWR stock, worth $475,276. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,023
Previous 5,022 0.02%
Holding current value
$475,276
Previous $484,000 1.86%
% of portfolio
0.12%
Previous 0.14%

Shares

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

Jan 07, 2026
BUY
$94.02 - $97.61 $94 - $97
1 Added 0.02%
5,023 $475,000
Q2 2025

Jul 24, 2025
SELL
$74.88 - $91.97 $8,087 - $9,932
-108 Reduced 2.11%
5,022 $461,000
Q1 2025

May 07, 2025
BUY
$82.81 - $92.93 $424,815 - $476,730
5,130 New
5,130 $436,000
Q3 2020

Nov 04, 2020
SELL
$53.47 - $60.19 $215,697 - $242,806
-4,034 Closed
0 $0
Q2 2020

Jul 28, 2020
BUY
$40.64 - $57.63 $163,941 - $232,479
4,034 New
4,034 $216,000

Others Institutions Holding IWR

# of Institutions
1,639
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
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