FSA Wealth Management LLC IWS Holdings History
FSA Wealth Management LLC's iShares Russell Mid-Cap Value ETF Holding Summary
As of 2025-03-31, FSA Wealth Management LLC held 114,284.00 shares of iShares Russell Mid-Cap Value ETF(IWS), totaling $14.40 Mil. This investment constitutes 6.11% of their stock portfolio, and FSA Wealth Management LLC now holds 0.11% of the outstanding iShares Russell Mid-Cap Value ETF(IWS) stock.
The initial trade took place in 2019Q4. And since then FSA Wealth Management LLC has made 16 purchases of IWS, at an average price of $99.39, for a total of 198,001.00 shares. In addition, there have been 4 sales at an average price of $110.47 for 83,717.00 shares. Based on historical transaction data and IWS's current price of $137.26, FSA Wealth Management LLC's estimated gain on his IWS holdings is $5.25 Mil, reflecting a 26.70% gain to date.
FSA Wealth Management LLC IWS ($137.26) Holding Chart
FSA Wealth Management LLC IWS ($137.26) 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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