Number of Shares
3,791.00
Current Holdings Value*
$348,680.00
% of Portfolio
0.31%
Total Estimate Gain
$25,900.25
% of Total Estimate Gain
7.85%

FIDUCIARY ADVISORS, INC.'s iShares Russell Mid-Cap ETF Holding Summary

As of 2025-06-30, FIDUCIARY ADVISORS, INC. held 3,791.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $348,680.00. This investment constitutes 0.31% of their stock portfolio, and FIDUCIARY ADVISORS, INC. now holds 0% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.

The initial trade took place in 2024Q4. And since then FIDUCIARY ADVISORS, INC. has made 2 purchases of IWR, at an average price of $87.08, for a total of 3,791.00 shares. Based on historical transaction data and IWR's current price of $93.91, FIDUCIARY ADVISORS, INC.'s estimated gain on his IWR holdings is $25,900.25, reflecting a 7.85% gain to date.

FIDUCIARY ADVISORS, INC. IWR ($93.91) Holding Chart

FIDUCIARY ADVISORS, INC. IWR ($93.91) 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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