Number of Shares
283,228.00
Current Holdings Value*
$33.28 Mil
% of Portfolio
7.45%
Total Estimate Gain
$18.79 Mil
% of Total Estimate Gain
74.07%

Cedar Mountain Advisors, LLC's iShares Russell Mid-Cap Growth ETF Holding Summary

As of 2025-03-31, Cedar Mountain Advisors, LLC held 283,228.00 shares of iShares Russell Mid-Cap Growth ETF(IWP), totaling $33.28 Mil. This investment constitutes 7.45% of their stock portfolio, and Cedar Mountain Advisors, LLC now holds 0.2% of the outstanding iShares Russell Mid-Cap Growth ETF(IWP) stock.

The initial trade took place in 2019Q4. And since then Cedar Mountain Advisors, LLC has made 9 purchases of IWP, at an average price of $74.81, for a total of 339,145.00 shares. In addition, there have been 12 sales at an average price of $92.84 for 55,917.00 shares. Based on historical transaction data and IWP's current price of $137.61, Cedar Mountain Advisors, LLC's estimated gain on his IWP holdings is $18.79 Mil, reflecting a 74.07% gain to date.

Cedar Mountain Advisors, LLC IWP ($137.61) Holding Chart

Cedar Mountain Advisors, LLC IWP ($137.61) 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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