RTD Financial Advisors, Inc. IWS Holdings History
RTD Financial Advisors, Inc.'s iShares Russell Mid-Cap Value ETF Holding Summary
As of 2025-06-30, RTD Financial Advisors, Inc. held 140,569.00 shares of iShares Russell Mid-Cap Value ETF(IWS), totaling $18.57 Mil. This investment constitutes 2.38% of their stock portfolio, and RTD Financial Advisors, Inc. now holds 0.14% of the outstanding iShares Russell Mid-Cap Value ETF(IWS) stock.
The initial trade took place in 2021Q4. And since then RTD Financial Advisors, Inc. has made 8 purchases of IWS, at an average price of $120.02, for a total of 191,357.00 shares. In addition, there have been 6 sales at an average price of $118.92 for 50,788.00 shares. Based on historical transaction data and IWS's current price of $135.26, RTD Financial Advisors, Inc.'s estimated gain on his IWS holdings is $2.09 Mil, reflecting a 9.08% gain to date.
RTD Financial Advisors, Inc. IWS ($135.26) Holding Chart
RTD Financial Advisors, Inc. IWS ($135.26) 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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