Bellwether Advisors, LLC IWS Holdings History
Bellwether Advisors, LLC's iShares Russell Mid-Cap Value ETF Holding Summary
As of 2025-03-31, Bellwether Advisors, LLC held 127,894.00 shares of iShares Russell Mid-Cap Value ETF(IWS), totaling $16.11 Mil. This investment constitutes 3.37% of their stock portfolio, and Bellwether Advisors, LLC now holds 0.13% of the outstanding iShares Russell Mid-Cap Value ETF(IWS) stock.
The initial trade took place in 2023Q1. And since then Bellwether Advisors, LLC has made 4 purchases of IWS, at an average price of $120.44, for a total of 283,663.00 shares. In addition, there have been 3 sales at an average price of $111.24 for 155,769.00 shares. Based on historical transaction data and IWS's current price of $135.86, Bellwether Advisors, LLC's estimated gain on his IWS holdings is $538,346.12, reflecting a 1.58% gain to date.
Bellwether Advisors, LLC IWS ($135.86) Holding Chart
Bellwether Advisors, LLC IWS ($135.86) 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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