Number of Shares
188,854.00
Current Holdings Value*
$12.10 Mil
% of Portfolio
10.09%
Total Estimate Gain
$12.61 Mil
% of Total Estimate Gain
92.65%

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 $136.19, Noven Financial Group, Inc.'s estimated gain on his IWS holdings is $12.61 Mil, reflecting a 92.65% gain to date.

Noven Financial Group, Inc. IWS ($136.19) Holding Chart

Noven Financial Group, Inc. IWS ($136.19) 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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