A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 13,829 shares of IWS stock, worth $1.81 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
13,829
Previous 13,265 4.25%
Holding current value
$1.81 Million
Previous $1.75 Million 1.94%
% of portfolio
0.13%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 18, 2025

BUY
$128.08 - $140.32 $72,237 - $79,140
564 Added 4.25%
13,829 $1.79 Million
Q3 2024

Nov 13, 2024

BUY
$119.52 - $132.25 $337,524 - $373,474
2,824 Added 27.05%
13,265 $1.75 Million
Q2 2024

Aug 12, 2024

BUY
$117.31 - $125.13 $1.22 Million - $1.31 Million
10,441 New
10,441 $1.26 Million

Others Institutions Holding IWS

About ISHARES RUSSELL MIDCAP VALUE E


  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
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