Campion Asset Management IWR Holdings History
Campion Asset Management's iShares Russell Mid-Cap ETF Holding Summary
As of 2025-03-31, Campion Asset Management held 106,248.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $9.04 Mil. This investment constitutes 6.99% of their stock portfolio, and Campion Asset Management now holds 0.02% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.
The initial trade took place in 2021Q1. And since then Campion Asset Management has made 3 purchases of IWR, at an average price of $72.28, for a total of 172,428.00 shares. In addition, there have been 13 sales at an average price of $76.55 for 66,180.00 shares. Based on historical transaction data and IWR's current price of $92.82, Campion Asset Management's estimated gain on his IWR holdings is $2.47 Mil, reflecting a 19.79% gain to date.
Campion Asset Management IWR ($92.82) Holding Chart
Campion Asset Management IWR ($92.82) 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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