Heritage Wealth Advisors IWS Holdings History
Heritage Wealth Advisors's iShares Russell Mid-Cap Value ETF Holding Summary
As of 2025-03-31, Heritage Wealth Advisors held 513,175.00 shares of iShares Russell Mid-Cap Value ETF(IWS), totaling $64.64 Mil. This investment constitutes 3.27% of their stock portfolio, and Heritage Wealth Advisors now holds 0.5% of the outstanding iShares Russell Mid-Cap Value ETF(IWS) stock.
The initial trade took place in 2014Q1. And since then Heritage Wealth Advisors has made 25 purchases of IWS, at an average price of $100.49, for a total of 589,174.00 shares. In addition, there have been 12 sales at an average price of $91.75 for 75,999.00 shares. Based on historical transaction data and IWS's current price of $134.56, Heritage Wealth Advisors's estimated gain on his IWS holdings is $16.82 Mil, reflecting a 28.41% gain to date.
Heritage Wealth Advisors IWS ($134.56) Holding Chart
Heritage Wealth Advisors IWS ($134.56) 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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