My Legacy Advisors, LLC IWR Holdings History
Number of Shares
11,066.00
Current Holdings Value*
$1.04 Mil
% of Portfolio
0.37%
Total Estimate Gain
$79,785.86
% of Total Estimate Gain
8.35%
My Legacy Advisors, LLC's iShares Russell Mid-Cap ETF Holding Summary
As of 2025-06-30, My Legacy Advisors, LLC held 11,066.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $1.04 Mil. This investment constitutes 0.37% of their stock portfolio, and My Legacy Advisors, LLC now holds 0% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.
The initial trade took place in 2025Q2. And since then My Legacy Advisors, LLC has made 1 purchases of IWR, at an average price of $86.36, for a total of 11,066.00 shares. Based on historical transaction data and IWR's current price of $93.57, My Legacy Advisors, LLC's estimated gain on his IWR holdings is $79,785.86, reflecting a 8.35% gain to date.
My Legacy Advisors, LLC IWR ($93.57) Holding Chart
My Legacy Advisors, LLC IWR ($93.57) 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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