LWM ADVISORS INC IWS Holdings History
LWM ADVISORS INC's iShares Russell Mid-Cap Value ETF Holding Summary
As of 2025-06-30, LWM ADVISORS INC held 32,126.00 shares of iShares Russell Mid-Cap Value ETF(IWS), totaling $4.25 Mil. This investment constitutes 4.08% of their stock portfolio, and LWM ADVISORS INC now holds 0.03% of the outstanding iShares Russell Mid-Cap Value ETF(IWS) stock.
The initial trade took place in 2024Q4. And since then LWM ADVISORS INC has made 1 purchases of IWS, at an average price of $133.87, for a total of 32,137.00 shares. In addition, there have been 1 sales at an average price of $125.43 for 11.00 shares. Based on historical transaction data and IWS's current price of $134.37, LWM ADVISORS INC's estimated gain on his IWS holdings is $15,989.82, reflecting a 0.37% gain to date.
LWM ADVISORS INC IWS ($134.37) Holding Chart
LWM ADVISORS INC IWS ($134.37) 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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