Fox Financial, Inc IWR Holdings History
Fox Financial, Inc's iShares Russell Mid-Cap ETF Holding Summary
As of 2025-03-31, Fox Financial, Inc held 155,757.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $13.25 Mil. This investment constitutes 12.47% of their stock portfolio, and Fox Financial, Inc now holds 0.03% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.
The initial trade took place in 2023Q4. And since then Fox Financial, Inc has made 3 purchases of IWR, at an average price of $73.73, for a total of 157,043.00 shares. In addition, there have been 2 sales at an average price of $79.66 for 1,286.00 shares. Based on historical transaction data and IWR's current price of $95.03, Fox Financial, Inc's estimated gain on his IWR holdings is $3.32 Mil, reflecting a 28.71% gain to date.
Fox Financial, Inc IWR ($95.03) Holding Chart
Fox Financial, Inc IWR ($95.03) 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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