Inlight Wealth Management, LLC IWS Holdings History
Inlight Wealth Management, LLC's iShares Russell Mid-Cap Value ETF Holding Summary
As of 2025-03-31, Inlight Wealth Management, LLC held 55,248.00 shares of iShares Russell Mid-Cap Value ETF(IWS), totaling $6.96 Mil. This investment constitutes 4.31% of their stock portfolio, and Inlight Wealth Management, LLC now holds 0.05% of the outstanding iShares Russell Mid-Cap Value ETF(IWS) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $130.21 for 300.00 shares. Based on historical transaction data and IWS's current price of $134.84, Inlight Wealth Management, LLC's estimated gain on his IWS holdings is $51,381.60, reflecting a 0.69% gain to date.
Inlight Wealth Management, LLC IWS ($134.84) Holding Chart
Inlight Wealth Management, LLC IWS ($134.84) 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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