Noven Financial Group, Inc. IWS Holdings History
Noven Financial Group, Inc.'s iShares Russell Mid-Cap Value ETF Holding Summary
As of 2020-03-31, Noven Financial Group, Inc. held 188,854.00 shares of iShares Russell Mid-Cap Value ETF(IWS), totaling $12.10 Mil. This investment constitutes 10.09% of their stock portfolio, and Noven Financial Group, Inc. now holds 0.15% of the outstanding iShares Russell Mid-Cap Value ETF(IWS) stock.
The initial trade took place in 2015Q4. And since then Noven Financial Group, Inc. has made 2 purchases of IWS, at an average price of $69.87, for a total of 194,868.00 shares. Based on historical transaction data and IWS's current price of $137.42, Noven Financial Group, Inc.'s estimated gain on his IWS holdings is $12.85 Mil, reflecting a 94.35% gain to date.
Noven Financial Group, Inc. IWS ($137.42) Holding Chart
Noven Financial Group, Inc. IWS ($137.42) 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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