Dougherty Wealth Advisers LLC IWS Holdings History
Dougherty Wealth Advisers LLC's iShares Russell Mid-Cap Value ETF Holding Summary
As of 2025-06-30, Dougherty Wealth Advisers LLC held 1,065.00 shares of iShares Russell Mid-Cap Value ETF(IWS), totaling $140,730.00. This investment constitutes 0.09% of their stock portfolio, and Dougherty Wealth Advisers LLC now holds 0% of the outstanding iShares Russell Mid-Cap Value ETF(IWS) stock.
The initial trade took place in 2018Q4. And since then Dougherty Wealth Advisers LLC has made 3 purchases of IWS, at an average price of $103.15, for a total of 9,877.00 shares. In addition, there have been 6 sales at an average price of $111.37 for 8,812.00 shares. Based on historical transaction data and IWS's current price of $136.61, Dougherty Wealth Advisers LLC's estimated gain on his IWS holdings is $108,025.70, reflecting a 10.60% gain to date.
Dougherty Wealth Advisers LLC IWS ($136.61) Holding Chart
Dougherty Wealth Advisers LLC IWS ($136.61) 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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