BG Investment Services, Inc. IWR Holdings History
BG Investment Services, Inc.'s iShares Russell Mid-Cap ETF Holding Summary
As of 2025-03-31, BG Investment Services, Inc. held 36,049.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $3.07 Mil. This investment constitutes 3.3% of their stock portfolio, and BG Investment Services, Inc. now holds 0.01% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.
The initial trade took place in 2021Q4. And since then BG Investment Services, Inc. has made 2 purchases of IWR, at an average price of $81.30, for a total of 94,164.00 shares. In addition, there have been 4 sales at an average price of $84.63 for 58,115.00 shares. Based on historical transaction data and IWR's current price of $95.15, BG Investment Services, Inc.'s estimated gain on his IWR holdings is $692,317.64, reflecting a 9.04% gain to date.
BG Investment Services, Inc. IWR ($95.15) Holding Chart
BG Investment Services, Inc. IWR ($95.15) 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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