Personal Cfo Solutions, LLC Ishares Russell Mid Cap ETF Transaction History

Personal Cfo Solutions, LLC

  • $557 Million
  • Q3 2025

A detailed history of Personal Cfo Solutions, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 2,217 shares of IWR stock, worth $209,772. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,217
Holding current value
$209,772
% of portfolio
0.04%

Shares

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

Nov 10, 2025
BUY
$92.26 - $97.51 $204,540 - $216,179
2,217 New
2,217 $214,000
Q4 2024

Feb 07, 2025
BUY
$87.25 - $95.52 $303,193 - $331,932
3,475 New
3,475 $307,000
Q1 2024

May 13, 2024
SELL
$75.37 - $84.09 $33,765 - $37,672
-448 Reduced 15.27%
2,486 $209,000
Q4 2023

Feb 13, 2024
SELL
$64.84 - $78.27 $60,301 - $72,791
-930 Reduced 24.07%
2,934 $228,000
Q3 2023

Nov 13, 2023
BUY
$68.54 - $75.91 $264,838 - $293,316
3,864 New
3,864 $267,000
Q1 2022

May 02, 2022
SELL
$72.29 - $82.89 $236,894 - $271,630
-3,277 Closed
0 $0
Q1 2021

Apr 21, 2021
SELL
$67.45 - $75.68 $22,933 - $25,731
-340 Reduced 9.4%
3,277 $242,000
Q3 2020

Nov 02, 2020
SELL
$53.47 - $60.19 $25,986 - $29,252
-486 Reduced 11.84%
3,617 $0
Q2 2020

Aug 03, 2020
SELL
$40.64 - $57.63 $43,891 - $62,240
-1,080 Reduced 20.84%
4,103 $220,000
Q1 2020

Apr 30, 2020
SELL
$36.81 - $61.96 $11,079 - $18,649
-301 Reduced 5.49%
5,183 $224,000
Q3 2019

Nov 13, 2019
BUY
$53.6 - $57.42 $293,942 - $314,891
5,484 New
5,484 $307,000

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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