Hapanowicz & Associates Financial Services, Inc IWS Holdings History
Hapanowicz & Associates Financial Services, Inc's iShares Russell Mid-Cap Value ETF Holding Summary
As of 2025-03-31, Hapanowicz & Associates Financial Services, Inc held 25,308.00 shares of iShares Russell Mid-Cap Value ETF(IWS), totaling $3.19 Mil. This investment constitutes 1.77% of their stock portfolio, and Hapanowicz & Associates Financial Services, Inc now holds 0.02% of the outstanding iShares Russell Mid-Cap Value ETF(IWS) stock.
The initial trade took place in 2018Q2. And since then Hapanowicz & Associates Financial Services, Inc has made 17 purchases of IWS, at an average price of $92.18, for a total of 190,827.00 shares. In addition, there have been 11 sales at an average price of $125.93 for 165,519.00 shares. Based on historical transaction data and IWS's current price of $133.55, Hapanowicz & Associates Financial Services, Inc's estimated gain on his IWS holdings is $6.63 Mil, reflecting a 37.70% gain to date.
Hapanowicz & Associates Financial Services, Inc IWS ($133.55) Holding Chart
Hapanowicz & Associates Financial Services, Inc IWS ($133.55) 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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