Plan Group Financial, LLC IWR Holdings History
Plan Group Financial, LLC's iShares Russell Mid-Cap ETF Holding Summary
As of 2025-03-31, Plan Group Financial, LLC held 126,666.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $10.78 Mil. This investment constitutes 3.85% of their stock portfolio, and Plan Group Financial, LLC now holds 0.03% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.
The initial trade took place in 2023Q2. And since then Plan Group Financial, LLC has made 7 purchases of IWR, at an average price of $77.66, for a total of 126,962.00 shares. In addition, there have been 1 sales at an average price of $90.82 for 296.00 shares. Based on historical transaction data and IWR's current price of $90.62, Plan Group Financial, LLC's estimated gain on his IWR holdings is $1.64 Mil, reflecting a 16.68% gain to date.
Plan Group Financial, LLC IWR ($90.62) Holding Chart
Plan Group Financial, LLC IWR ($90.62) 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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