Burns Matteson Capital Management, LLC IWR Holdings History
Burns Matteson Capital Management, LLC's iShares Russell Mid-Cap ETF Holding Summary
As of 2025-06-30, Burns Matteson Capital Management, LLC held - shares of iShares Russell Mid-Cap ETF(IWR), totaling N/A. This investment constitutes 0% of their stock portfolio, and Burns Matteson Capital Management, LLC now holds 0% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.
The initial trade took place in 2023Q4. And since then Burns Matteson Capital Management, LLC has made 2 purchases of IWR, at an average price of $79.40, for a total of 26,800.00 shares. In addition, there have been 2 sales at an average price of $82.52 for 26,800.00 shares. Based on historical transaction data and IWR's current price of $93.43, Burns Matteson Capital Management, LLC's estimated gain on his IWR holdings is $83,682.89, reflecting a 3.93% gain to date.
Burns Matteson Capital Management, LLC IWR ($93.43) Holding Chart
Burns Matteson Capital Management, LLC IWR ($93.43) 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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