Number of Shares
207,978.00
Current Holdings Value*
$17.69 Mil
% of Portfolio
10.58%
Total Estimate Gain
$3.28 Mil
% of Total Estimate Gain
18.57%

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 $93.43, CCG WEALTH MANAGEMENT, LLC's estimated gain on his IWR holdings is $3.28 Mil, reflecting a 18.57% gain to date.

CCG WEALTH MANAGEMENT, LLC IWR ($93.43) Holding Chart

CCG WEALTH 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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