Confluence Wealth Management LLC IWR Holdings History
Confluence Wealth Management LLC's iShares Russell Mid-Cap ETF Holding Summary
As of 2020-09-30, Confluence Wealth Management LLC held 137,052.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $7.67 Mil. This investment constitutes 3.77% of their stock portfolio, and Confluence Wealth Management LLC now holds 0.03% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.
The initial trade took place in 2014Q4. And since then Confluence Wealth Management LLC has made 9 purchases of IWR, at an average price of $47.96, for a total of 155,413.00 shares. In addition, there have been 6 sales at an average price of $52.94 for 18,361.00 shares. Based on historical transaction data and IWR's current price of $93.72, Confluence Wealth Management LLC's estimated gain on his IWR holdings is $6.36 Mil, reflecting a 85.37% gain to date.
Confluence Wealth Management LLC IWR ($93.72) Holding Chart
Confluence Wealth Management LLC IWR ($93.72) 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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