Rodgers & Associates, LTD IWS Holdings History
Rodgers & Associates, LTD's iShares Russell Mid-Cap Value ETF Holding Summary
As of 2025-03-31, Rodgers & Associates, LTD held 167,407.00 shares of iShares Russell Mid-Cap Value ETF(IWS), totaling $21.09 Mil. This investment constitutes 2.57% of their stock portfolio, and Rodgers & Associates, LTD now holds 0.16% of the outstanding iShares Russell Mid-Cap Value ETF(IWS) stock.
The initial trade took place in 2020Q4. And since then Rodgers & Associates, LTD has made 11 purchases of IWS, at an average price of $96.87, for a total of 184,817.00 shares. In addition, there have been 6 sales at an average price of $111.21 for 17,410.00 shares. Based on historical transaction data and IWS's current price of $134.89, Rodgers & Associates, LTD's estimated gain on his IWS holdings is $6.61 Mil, reflecting a 36.94% gain to date.
Rodgers & Associates, LTD IWS ($134.89) Holding Chart
Rodgers & Associates, LTD IWS ($134.89) 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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