Number of Shares
127,894.00
Current Holdings Value*
$16.11 Mil
% of Portfolio
3.37%
Total Estimate Gain
$538,346.12
% of Total Estimate Gain
1.58%

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 %

Top Ranked Articles

  • 1