Cedar Mountain Advisors, LLC IWS Holdings History
Cedar Mountain Advisors, LLC's iShares Russell Mid-Cap Value ETF Holding Summary
As of 2025-03-31, Cedar Mountain Advisors, LLC held 254,871.00 shares of iShares Russell Mid-Cap Value ETF(IWS), totaling $32.11 Mil. This investment constitutes 7.19% of their stock portfolio, and Cedar Mountain Advisors, LLC now holds 0.24% of the outstanding iShares Russell Mid-Cap Value ETF(IWS) stock.
The initial trade took place in 2019Q4. And since then Cedar Mountain Advisors, LLC has made 15 purchases of IWS, at an average price of $92.56, for a total of 276,463.00 shares. In addition, there have been 5 sales at an average price of $105.37 for 21,592.00 shares. Based on historical transaction data and IWS's current price of $133.65, Cedar Mountain Advisors, LLC's estimated gain on his IWS holdings is $10.75 Mil, reflecting a 42.00% gain to date.
Cedar Mountain Advisors, LLC IWS ($133.65) Holding Chart
Cedar Mountain Advisors, LLC IWS ($133.65) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
