A detailed history of Zrc Wealth Management, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 843 shares of IWS stock, worth $116,207. This represents 0.04% of its overall portfolio holdings.

Number of Shares
843
Previous 1,007 16.29%
Holding current value
$116,207
Previous $141 Million 15.44%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Jan 08, 2026

SELL
$135.66 - $140.93 $22,248 - $23,112
-164 Reduced 16.29%
843 $119 Million
Q3 2025

Oct 14, 2025

BUY
$132.83 - $140.61 $531 - $562
4 Added 0.4%
1,007 $141 Million
Q2 2025

Jul 08, 2025

BUY
$110.58 - $132.14 $442 - $528
4 Added 0.4%
1,003 $133 Million
Q1 2025

Apr 09, 2025

SELL
$122.59 - $135.24 $8,458 - $9,331
-69 Reduced 6.46%
999 $126 Million
Q4 2024

Jan 28, 2025

SELL
$128.08 - $140.32 $50,719 - $55,566
-396 Reduced 27.05%
1,068 $138 Million
Q3 2024

Oct 04, 2024

BUY
$119.52 - $132.25 $478 - $529
4 Added 0.27%
1,464 $194 Million
Q2 2024

Jul 08, 2024

BUY
$117.31 - $125.13 $469 - $500
4 Added 0.27%
1,460 $176 Million
Q1 2024

Apr 19, 2024

BUY
$112.43 - $125.33 $20,237 - $22,559
180 Added 14.11%
1,456 $183 Million
Q4 2023

Jan 16, 2024

BUY
$97.63 - $117.08 $39,052 - $46,832
400 Added 45.66%
1,276 $133 Million
Q1 2023

May 04, 2023

BUY
$100.22 - $116.23 $87,792 - $101,817
876 New
876 $93 Million

Others Institutions Holding IWS

About ISHARES RUSSELL MIDCAP VALUE E


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