Crumly & Associates Inc. IWR Holdings History
Number of Shares
21,836.00
Current Holdings Value*
$2.01 Mil
% of Portfolio
0.49%
Total Estimate Gain
$153,515.81
% of Total Estimate Gain
8.14%
Crumly & Associates Inc.'s iShares Russell Mid-Cap ETF Holding Summary
As of 2025-06-30, Crumly & Associates Inc. held 21,836.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $2.01 Mil. This investment constitutes 0.49% of their stock portfolio, and Crumly & Associates Inc. now holds 0% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.
The initial trade took place in 2025Q2. And since then Crumly & Associates Inc. has made 1 purchases of IWR, at an average price of $86.36, for a total of 21,836.00 shares. Based on historical transaction data and IWR's current price of $93.39, Crumly & Associates Inc.'s estimated gain on his IWR holdings is $153,515.81, reflecting a 8.14% gain to date.
Crumly & Associates Inc. IWR ($93.39) Holding Chart
Crumly & Associates Inc. IWR ($93.39) 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