River Wealth Advisors LLC IWR Holdings History
River Wealth Advisors LLC's iShares Russell Mid-Cap ETF Holding Summary
As of 2025-03-31, River Wealth Advisors LLC held 391,021.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $33.26 Mil. This investment constitutes 4.62% of their stock portfolio, and River Wealth Advisors LLC now holds 0.09% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.
The initial trade took place in 2018Q2. And since then River Wealth Advisors LLC has made 23 purchases of IWR, at an average price of $66.92, for a total of 394,031.00 shares. In addition, there have been 1 sales at an average price of $51.65 for 3,010.00 shares. Based on historical transaction data and IWR's current price of $93.91, River Wealth Advisors LLC's estimated gain on his IWR holdings is $10.51 Mil, reflecting a 39.85% gain to date.
River Wealth Advisors LLC IWR ($93.91) Holding Chart
River Wealth Advisors 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
