Millstone Evans Group, LLC IWS Holdings History
Number of Shares
21,899.00
Current Holdings Value*
$2.76 Mil
% of Portfolio
1.87%
Total Estimate Gain
$22,848.74
% of Total Estimate Gain
0.77%
Millstone Evans Group, LLC's iShares Russell Mid-Cap Value ETF Holding Summary
As of 2025-03-31, Millstone Evans Group, LLC held 21,899.00 shares of iShares Russell Mid-Cap Value ETF(IWS), totaling $2.76 Mil. This investment constitutes 1.87% of their stock portfolio, and Millstone Evans Group, LLC now holds 0.02% of the outstanding iShares Russell Mid-Cap Value ETF(IWS) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $130.21 for 337.00 shares. Based on historical transaction data and IWS's current price of $134.99, Millstone Evans Group, LLC's estimated gain on his IWS holdings is $22,848.74, reflecting a 0.77% gain to date.
Millstone Evans Group, LLC IWS ($134.99) Holding Chart
Millstone Evans Group, LLC IWS ($134.99) 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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