Atlas Legacy Advisors, LLC IWR Holdings History
Atlas Legacy Advisors, LLC's iShares Russell Mid-Cap ETF Holding Summary
As of 2025-03-31, Atlas Legacy Advisors, LLC held 154,057.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $13.11 Mil. This investment constitutes 3.33% of their stock portfolio, and Atlas Legacy Advisors, LLC now holds 0.03% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $89.19 for 124,199.00 shares. Based on historical transaction data and IWR's current price of $93.91, Atlas Legacy Advisors, LLC's estimated gain on his IWR holdings is $273,591.76, reflecting a 1.08% gain to date.
Atlas Legacy Advisors, LLC IWR ($93.91) Holding Chart
Atlas Legacy Advisors, LLC IWR ($93.91) 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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