Processus Wealth & Capital Management, LLC IWS Holdings History
Processus Wealth & Capital Management, LLC's iShares Russell Mid-Cap Value ETF Holding Summary
As of 2025-03-31, Processus Wealth & Capital Management, LLC held 50,777.00 shares of iShares Russell Mid-Cap Value ETF(IWS), totaling $6.40 Mil. This investment constitutes 5.45% of their stock portfolio, and Processus Wealth & Capital Management, LLC now holds 0.05% of the outstanding iShares Russell Mid-Cap Value ETF(IWS) stock.
The initial trade took place in 2023Q4. And since then Processus Wealth & Capital Management, LLC has made 5 purchases of IWS, at an average price of $110.07, for a total of 50,777.00 shares. Based on historical transaction data and IWS's current price of $133.84, Processus Wealth & Capital Management, LLC's estimated gain on his IWS holdings is $1.21 Mil, reflecting a 21.60% gain to date.
Processus Wealth & Capital Management, LLC IWS ($133.84) Holding Chart
Processus Wealth & Capital Management, LLC IWS ($133.84) 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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