Carl P. Sherr & Co., LLC IWR Holdings History
Carl P. Sherr & Co., LLC's iShares Russell Mid-Cap ETF Holding Summary
As of 2025-03-31, Carl P. Sherr & Co., LLC held 50,222.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $4.27 Mil. This investment constitutes 2.34% of their stock portfolio, and Carl P. Sherr & Co., LLC now holds 0.01% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.
The initial trade took place in 2021Q2. And since then Carl P. Sherr & Co., LLC has made 16 purchases of IWR, at an average price of $74.60, for a total of 50,222.00 shares. Based on historical transaction data and IWR's current price of $93.91, Carl P. Sherr & Co., LLC's estimated gain on his IWR holdings is $969,555.59, reflecting a 25.88% gain to date.
Carl P. Sherr & Co., LLC IWR ($93.91) Holding Chart
Carl P. Sherr & Co., LLC IWR ($93.91) 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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