CCG WEALTH MANAGEMENT, LLC IWR Holdings History
CCG WEALTH MANAGEMENT, LLC's iShares Russell Mid-Cap ETF Holding Summary
As of 2025-03-31, CCG WEALTH MANAGEMENT, LLC held 207,978.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $17.69 Mil. This investment constitutes 10.58% of their stock portfolio, and CCG WEALTH MANAGEMENT, LLC now holds 0.05% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.
The initial trade took place in 2023Q3. And since then CCG WEALTH MANAGEMENT, LLC has made 4 purchases of IWR, at an average price of $77.49, for a total of 227,742.00 shares. In addition, there have been 3 sales at an average price of $75.63 for 19,764.00 shares. Based on historical transaction data and IWR's current price of $95.15, CCG WEALTH MANAGEMENT, LLC's estimated gain on his IWR holdings is $3.64 Mil, reflecting a 20.60% gain to date.
CCG WEALTH MANAGEMENT, LLC IWR ($95.15) Holding Chart
CCG WEALTH MANAGEMENT, LLC 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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