Number of Shares
100,494.00
Current Holdings Value*
$8.55 Mil
% of Portfolio
10.45%
Total Estimate Gain
$1.94 Mil
% of Total Estimate Gain
14.30%

PRAIRIEVIEW WEALTH PARTNERS, LLC's iShares Russell Mid-Cap ETF Holding Summary

As of 2025-03-31, PRAIRIEVIEW WEALTH PARTNERS, LLC held 100,494.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $8.55 Mil. This investment constitutes 10.45% of their stock portfolio, and PRAIRIEVIEW WEALTH PARTNERS, LLC now holds 0.02% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.

The initial trade took place in 2023Q4. And since then PRAIRIEVIEW WEALTH PARTNERS, LLC has made 2 purchases of IWR, at an average price of $79.82, for a total of 169,627.00 shares. In addition, there have been 3 sales at an average price of $87.63 for 69,133.00 shares. Based on historical transaction data and IWR's current price of $93.72, PRAIRIEVIEW WEALTH PARTNERS, LLC's estimated gain on his IWR holdings is $1.94 Mil, reflecting a 14.30% gain to date.

PRAIRIEVIEW WEALTH PARTNERS, LLC IWR ($93.72) Holding Chart

PRAIRIEVIEW WEALTH PARTNERS, LLC IWR ($93.72) 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 %

Top Ranked Articles

  • 1