Daner Wealth Management, LLC IWR Holdings History
Number of Shares
38,719.00
Current Holdings Value*
$3.60 Mil
% of Portfolio
2.64%
Total Estimate Gain
$106,477.25
% of Total Estimate Gain
3.03%
Daner Wealth Management, LLC's iShares Russell Mid-Cap ETF Holding Summary
As of 2024-12-31, Daner Wealth Management, LLC held 38,719.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $3.60 Mil. This investment constitutes 2.64% of their stock portfolio, and Daner Wealth Management, LLC now holds 0.01% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and IWR's current price of $93.57, Daner Wealth Management, LLC's estimated gain on his IWR holdings is $106,477.25, reflecting a 3.03% gain to date.
Daner Wealth Management, LLC IWR ($93.57) Holding Chart
Daner Wealth Management, LLC IWR ($93.57) 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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