ETFIDEA, LLC IWS Holdings History
ETFIDEA, LLC's iShares Russell Mid-Cap Value ETF Holding Summary
As of 2024-09-30, ETFIDEA, LLC held 90,620.00 shares of iShares Russell Mid-Cap Value ETF(IWS), totaling $11.98 Mil. This investment constitutes 3.79% of their stock portfolio, and ETFIDEA, LLC now holds 0.09% of the outstanding iShares Russell Mid-Cap Value ETF(IWS) stock.
The initial trade took place in 2021Q4. And since then ETFIDEA, LLC has made 9 purchases of IWS, at an average price of $115.92, for a total of 93,518.00 shares. In addition, there have been 2 sales at an average price of $114.17 for 2,898.00 shares. Based on historical transaction data and IWS's current price of $136.67, ETFIDEA, LLC's estimated gain on his IWS holdings is $1.88 Mil, reflecting a 17.30% gain to date.
ETFIDEA, LLC IWS ($136.67) Holding Chart
ETFIDEA, LLC IWS ($136.67) 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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