Chesapeake Wealth Management IWR Holdings History
Chesapeake Wealth Management's iShares Russell Mid-Cap ETF Holding Summary
As of 2025-03-31, Chesapeake Wealth Management held 66,340.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $5.64 Mil. This investment constitutes 2.01% of their stock portfolio, and Chesapeake Wealth Management now holds 0.01% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.
The initial trade took place in 2018Q2. And since then Chesapeake Wealth Management has made 11 purchases of IWR, at an average price of $53.38, for a total of 107,222.00 shares. In addition, there have been 17 sales at an average price of $75.73 for 40,882.00 shares. Based on historical transaction data and IWR's current price of $95.04, Chesapeake Wealth Management's estimated gain on his IWR holdings is $3.68 Mil, reflecting a 64.24% gain to date.
Chesapeake Wealth Management IWR ($95.04) Holding Chart
Chesapeake Wealth Management IWR ($95.04) 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
