Number of Shares
205,387.00
Current Holdings Value*
$17.47 Mil
% of Portfolio
7.3%
Total Estimate Gain
$363,097.21
% of Total Estimate Gain
1.95%

Members Advisory Group LLC's iShares Russell Mid-Cap ETF Holding Summary

As of 2025-03-31, Members Advisory Group LLC held 205,387.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $17.47 Mil. This investment constitutes 7.3% of their stock portfolio, and Members Advisory Group LLC now holds 0.04% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.

The initial trade took place in 2024Q1. And since then Members Advisory Group LLC has made 4 purchases of IWR, at an average price of $89.73, for a total of 207,122.00 shares. In addition, there have been 1 sales at an average price of $89.19 for 1,735.00 shares. Based on historical transaction data and IWR's current price of $91.50, Members Advisory Group LLC's estimated gain on his IWR holdings is $363,097.21, reflecting a 1.95% gain to date.

Members Advisory Group LLC IWR ($91.50) Holding Chart

Members Advisory Group LLC IWR ($91.50) 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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