Montz Harcus Wealth Management LLC Ishares Russell 1000 Gr ETF Transaction History

Montz Harcus Wealth Management LLC

  • $226 Million
  • Q3 2025

A detailed history of Montz Harcus Wealth Management LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 630 shares of IWF stock, worth $296,685. This represents 0.13% of its overall portfolio holdings.

Number of Shares
630
Previous 629 0.16%
Holding current value
$296,685
Previous $265,000 11.32%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Oct 20, 2025
BUY
$420.11 - $472.68 $420 - $472
1 Added 0.16%
630 $295,000
Q1 2025

Apr 21, 2025
BUY
$360.07 - $417.26 $360 - $417
1 Added 0.16%
629 $227,000
Q4 2024

Jan 29, 2025
BUY
$370.24 - $418.94 $370 - $418
1 Added 0.16%
628 $252,000
Q3 2024

Oct 24, 2024
BUY
$332.02 - $382.76 $332 - $382
1 Added 0.16%
627 $235,000
Q1 2024

May 07, 2024
BUY
$294.43 - $339.01 $184,313 - $212,220
626 New
626 $210,000

Others Institutions Holding IWF

# of Institutions
2,641
Shares Held
205M
Call Options Held
534K
Put Options Held
288K
View Full List

About ISHARES RUSSELL 1000 GR ETF

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