MONEY CONCEPTS CAPITAL CORP IWS Holdings History
MONEY CONCEPTS CAPITAL CORP's iShares Russell Mid-Cap Value ETF Holding Summary
As of 2025-03-31, MONEY CONCEPTS CAPITAL CORP held 423,388.00 shares of iShares Russell Mid-Cap Value ETF(IWS), totaling $53.33 Mil. This investment constitutes 3.99% of their stock portfolio, and MONEY CONCEPTS CAPITAL CORP now holds 0.4% of the outstanding iShares Russell Mid-Cap Value ETF(IWS) stock.
The initial trade took place in 2020Q4. And since then MONEY CONCEPTS CAPITAL CORP has made 6 purchases of IWS, at an average price of $126.72, for a total of 438,756.00 shares. In addition, there have been 5 sales at an average price of $120.61 for 15,368.00 shares. Based on historical transaction data and IWS's current price of $136.67, MONEY CONCEPTS CAPITAL CORP's estimated gain on his IWS holdings is $4.12 Mil, reflecting a 7.41% gain to date.
MONEY CONCEPTS CAPITAL CORP IWS ($136.67) Holding Chart
MONEY CONCEPTS CAPITAL CORP IWS ($136.67) 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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