Hapanowicz & Associates Financial Services, Inc IWR Holdings History
Hapanowicz & Associates Financial Services, Inc's iShares Russell Mid-Cap ETF Holding Summary
As of 2025-03-31, Hapanowicz & Associates Financial Services, Inc held 23,465.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $2.00 Mil. This investment constitutes 1.11% of their stock portfolio, and Hapanowicz & Associates Financial Services, Inc now holds 0.01% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.
The initial trade took place in 2018Q2. And since then Hapanowicz & Associates Financial Services, Inc has made 14 purchases of IWR, at an average price of $54.41, for a total of 29,053.00 shares. In addition, there have been 14 sales at an average price of $69.57 for 5,588.00 shares. Based on historical transaction data and IWR's current price of $93.91, Hapanowicz & Associates Financial Services, Inc's estimated gain on his IWR holdings is $1.01 Mil, reflecting a 63.98% gain to date.
Hapanowicz & Associates Financial Services, Inc IWR ($93.91) Holding Chart
Hapanowicz & Associates Financial Services, Inc IWR ($93.91) 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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