Filbrandt Wealth Management, LLC IWS Holdings History
Filbrandt Wealth Management, LLC's iShares Russell Mid-Cap Value ETF Holding Summary
As of 2021-09-30, Filbrandt Wealth Management, LLC held 88,282.00 shares of iShares Russell Mid-Cap Value ETF(IWS), totaling $10.00 Mil. This investment constitutes 5.74% of their stock portfolio, and Filbrandt Wealth Management, LLC now holds 0.07% of the outstanding iShares Russell Mid-Cap Value ETF(IWS) stock.
The initial trade took place in 2019Q4. And since then Filbrandt Wealth Management, LLC has made 3 purchases of IWS, at an average price of $89.11, for a total of 92,799.00 shares. In addition, there have been 4 sales at an average price of $96.54 for 4,517.00 shares. Based on historical transaction data and IWS's current price of $134.95, Filbrandt Wealth Management, LLC's estimated gain on his IWS holdings is $4.08 Mil, reflecting a 49.34% gain to date.
Filbrandt Wealth Management, LLC IWS ($134.95) Holding Chart
Filbrandt Wealth Management, LLC IWS ($134.95) 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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