Number of Shares
20,434.00
Current Holdings Value*
$1.74 Mil
% of Portfolio
0.66%
Total Estimate Gain
$643,083.66
% of Total Estimate Gain
18.14%

Horan Securities, Inc.'s iShares Russell Mid-Cap ETF Holding Summary

As of 2025-03-31, Horan Securities, Inc. held 20,434.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $1.74 Mil. This investment constitutes 0.66% of their stock portfolio, and Horan Securities, Inc. now holds 0% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.

The initial trade took place in 2018Q2. And since then Horan Securities, Inc. has made 9 purchases of IWR, at an average price of $74.84, for a total of 47,367.00 shares. In addition, there have been 18 sales at an average price of $83.31 for 26,933.00 shares. Based on historical transaction data and IWR's current price of $95.15, Horan Securities, Inc.'s estimated gain on his IWR holdings is $643,083.66, reflecting a 18.14% gain to date.

Horan Securities, Inc. IWR ($95.15) Holding Chart

Horan Securities, Inc. IWR ($95.15) 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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