Auour Investments LLC IWS Holdings History

Number of Shares
20,314.00
Current Holdings Value*
$2.49 Mil
% of Portfolio
0.9%
Total Estimate Gain
$831,273.02
% of Total Estimate Gain
24.33%

Auour Investments LLC's iShares Russell Mid-Cap Value ETF Holding Summary

As of 2025-03-31, Auour Investments LLC held 20,314.00 shares of iShares Russell Mid-Cap Value ETF(IWS), totaling $2.49 Mil. This investment constitutes 0.9% of their stock portfolio, and Auour Investments LLC now holds 0.02% of the outstanding iShares Russell Mid-Cap Value ETF(IWS) stock.

The initial trade took place in 2023Q2. And since then Auour Investments LLC has made 5 purchases of IWS, at an average price of $106.33, for a total of 32,138.00 shares. In addition, there have been 2 sales at an average price of $129.65 for 11,824.00 shares. Based on historical transaction data and IWS's current price of $133.68, Auour Investments LLC's estimated gain on his IWS holdings is $831,273.02, reflecting a 24.33% gain to date.

Auour Investments LLC IWS ($133.68) Holding Chart

Auour Investments LLC IWS ($133.68) 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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