Paragon Private Wealth Management, LLC IWR Holdings History
Paragon Private Wealth Management, LLC's iShares Russell Mid-Cap ETF Holding Summary
As of 2025-03-31, Paragon Private Wealth Management, LLC held 79,226.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $6.74 Mil. This investment constitutes 3.13% of their stock portfolio, and Paragon Private Wealth Management, LLC now holds 0.02% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.
The initial trade took place in 2023Q1. And since then Paragon Private Wealth Management, LLC has made 9 purchases of IWR, at an average price of $79.88, for a total of 79,226.00 shares. Based on historical transaction data and IWR's current price of $93.91, Paragon Private Wealth Management, LLC's estimated gain on his IWR holdings is $1.11 Mil, reflecting a 17.57% gain to date.
Paragon Private Wealth Management, LLC IWR ($93.91) Holding Chart
Paragon Private Wealth Management, LLC IWR ($93.91) 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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