Moser Wealth Advisors, LLC IWR Holdings History
Moser Wealth Advisors, LLC's iShares Russell Mid-Cap ETF Holding Summary
As of 2025-03-31, Moser Wealth Advisors, LLC held 84,900.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $7.22 Mil. This investment constitutes 3.79% of their stock portfolio, and Moser Wealth Advisors, LLC now holds 0.02% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.
The initial trade took place in 2019Q4. And since then Moser Wealth Advisors, LLC has made 3 purchases of IWR, at an average price of $57.54, for a total of 132,110.00 shares. In addition, there have been 16 sales at an average price of $73.13 for 47,210.00 shares. Based on historical transaction data and IWR's current price of $92.26, Moser Wealth Advisors, LLC's estimated gain on his IWR holdings is $3.68 Mil, reflecting a 48.46% gain to date.
Moser Wealth Advisors, LLC IWR ($92.26) Holding Chart
Moser Wealth Advisors, LLC IWR ($92.26) 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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