Morris Financial Concepts, Inc. Ishares Russell Mid Cap ETF Transaction History
Morris Financial Concepts, Inc.
- $271 Million
- Q3 2025
A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 1,364 shares of IWR stock, worth $129,061. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,364
Previous 1,364
-0.0%
Holding current value
$129,061
Previous $125,000
4.8%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding IWR
# of Institutions
1,647Shares Held
392MCall Options Held
208KPut Options Held
28.7K-
Jones Financial Companies Lllp75.3MShares$7.13 Billion4.99% of portfolio
-
Bank Of America Corp Charlotte, NC62.4MShares$5.91 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA40.2MShares$3.81 Billion0.77% of portfolio
-
Us Bancorp \De\13.6MShares$1.29 Billion1.59% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA12.7MShares$1.21 Billion0.76% of portfolio