Number of Shares
40,045.00
Current Holdings Value*
$5.04 Mil
% of Portfolio
4.79%
Total Estimate Gain
$758,426.18
% of Total Estimate Gain
15.11%

Aldebaran Capital, LLC's iShares Russell Mid-Cap Value ETF Holding Summary

As of 2025-03-31, Aldebaran Capital, LLC held 40,045.00 shares of iShares Russell Mid-Cap Value ETF(IWS), totaling $5.04 Mil. This investment constitutes 4.79% of their stock portfolio, and Aldebaran Capital, LLC now holds 0.04% of the outstanding iShares Russell Mid-Cap Value ETF(IWS) stock.

The initial trade took place in 2024Q1. And since then Aldebaran Capital, LLC has made 2 purchases of IWS, at an average price of $118.27, for a total of 42,440.00 shares. In addition, there have been 3 sales at an average price of $127.22 for 2,395.00 shares. Based on historical transaction data and IWS's current price of $136.67, Aldebaran Capital, LLC's estimated gain on his IWS holdings is $758,426.18, reflecting a 15.11% gain to date.

Aldebaran Capital, LLC IWS ($136.67) Holding Chart

Aldebaran Capital, LLC IWS ($136.67) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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