FIDUCIARY ADVISORS, INC. IWR Holdings History
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 $95.15, FIDUCIARY ADVISORS, INC.'s estimated gain on his IWR holdings is $30,601.09, reflecting a 9.27% gain to date.
FIDUCIARY ADVISORS, INC. IWR ($95.15) Holding Chart
FIDUCIARY ADVISORS, INC. IWR ($95.15) 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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