SONATA CAPITAL GROUP INC IWR Holdings History
SONATA CAPITAL GROUP INC's iShares Russell Mid-Cap ETF Holding Summary
As of 2025-03-31, SONATA CAPITAL GROUP INC held 184,749.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $15.72 Mil. This investment constitutes 6.85% of their stock portfolio, and SONATA CAPITAL GROUP INC now holds 0.04% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.
The initial trade took place in 2014Q4. And since then SONATA CAPITAL GROUP INC has made 18 purchases of IWR, at an average price of $49.95, for a total of 244,259.00 shares. In addition, there have been 13 sales at an average price of $53.60 for 59,510.00 shares. Based on historical transaction data and IWR's current price of $93.69, SONATA CAPITAL GROUP INC's estimated gain on his IWR holdings is $8.30 Mil, reflecting a 68.00% gain to date.
SONATA CAPITAL GROUP INC IWR ($93.69) Holding Chart
SONATA CAPITAL GROUP INC IWR ($93.69) 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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