ML & R WEALTH MANAGEMENT LLC IWR Holdings History
Number of Shares
52,828.00
Current Holdings Value*
$4.44 Mil
% of Portfolio
1.02%
Total Estimate Gain
$496,673.01
% of Total Estimate Gain
11.48%
ML & R WEALTH MANAGEMENT LLC's iShares Russell Mid-Cap ETF Holding Summary
As of 2024-03-31, ML & R WEALTH MANAGEMENT LLC held 52,828.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $4.44 Mil. This investment constitutes 1.02% of their stock portfolio, and ML & R WEALTH MANAGEMENT LLC now holds -% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.
The initial trade took place in 2021Q4. Based on historical transaction data and IWR's current price of $91.33, ML & R WEALTH MANAGEMENT LLC's estimated gain on his IWR holdings is $496,673.01, reflecting a 11.48% gain to date.
ML & R WEALTH MANAGEMENT LLC IWR ($91.33) Holding Chart
ML & R WEALTH MANAGEMENT LLC IWR ($91.33) 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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