Asset Management Group, Inc. IWS Holdings History
Asset Management Group, Inc.'s iShares Russell Mid-Cap Value ETF Holding Summary
As of 2025-03-31, Asset Management Group, Inc. held 151,190.00 shares of iShares Russell Mid-Cap Value ETF(IWS), totaling $19.05 Mil. This investment constitutes 3.52% of their stock portfolio, and Asset Management Group, Inc. now holds 0.15% of the outstanding iShares Russell Mid-Cap Value ETF(IWS) stock.
The initial trade took place in 2014Q1. And since then Asset Management Group, Inc. has made 16 purchases of IWS, at an average price of $68.67, for a total of 174,810.00 shares. In addition, there have been 19 sales at an average price of $107.28 for 23,620.00 shares. Based on historical transaction data and IWS's current price of $133.84, Asset Management Group, Inc.'s estimated gain on his IWS holdings is $10.77 Mil, reflecting a 89.69% gain to date.
Asset Management Group, Inc. IWS ($133.84) Holding Chart
Asset Management Group, Inc. IWS ($133.84) 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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