COREPATH WEALTH PARTNERS LLC IWR Holdings History
COREPATH WEALTH PARTNERS LLC's iShares Russell Mid-Cap ETF Holding Summary
As of 2025-06-30, COREPATH WEALTH PARTNERS LLC held 4,479.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $419,790.00. This investment constitutes 0.35% of their stock portfolio, and COREPATH WEALTH PARTNERS LLC now holds 0% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.
The initial trade took place in 2025Q2. And since then COREPATH WEALTH PARTNERS LLC has made 1 purchases of IWR, at an average price of $86.36, for a total of 4,479.00 shares. Based on historical transaction data and IWR's current price of $93.16, COREPATH WEALTH PARTNERS LLC's estimated gain on his IWR holdings is $30,457.20, reflecting a 7.87% gain to date.
COREPATH WEALTH PARTNERS LLC IWR ($93.16) Holding Chart
COREPATH WEALTH PARTNERS LLC IWR ($93.16) 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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