Number of Shares
229,506.00
Current Holdings Value*
$19.52 Mil
% of Portfolio
2.16%
Total Estimate Gain
$8.35 Mil
% of Total Estimate Gain
37.55%

Miller Investment Management, LP's iShares Russell Mid-Cap ETF Holding Summary

As of 2025-03-31, Miller Investment Management, LP held 229,506.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $19.52 Mil. This investment constitutes 2.16% of their stock portfolio, and Miller Investment Management, LP now holds 0.05% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.

The initial trade took place in 2020Q4. And since then Miller Investment Management, LP has made 6 purchases of IWR, at an average price of $63.98, for a total of 347,814.00 shares. In addition, there have been 12 sales at an average price of $74.94 for 118,308.00 shares. Based on historical transaction data and IWR's current price of $94.73, Miller Investment Management, LP's estimated gain on his IWR holdings is $8.35 Mil, reflecting a 37.55% gain to date.

Miller Investment Management, LP IWR ($94.73) Holding Chart

Miller Investment Management, LP IWR ($94.73) 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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