SVB WEALTH LLC IWS Holdings History
SVB WEALTH LLC's iShares Russell Mid-Cap Value ETF Holding Summary
As of 2025-03-31, SVB WEALTH LLC held - shares of iShares Russell Mid-Cap Value ETF(IWS), totaling N/A. This investment constitutes 0% of their stock portfolio, and SVB WEALTH LLC now holds 0% of the outstanding iShares Russell Mid-Cap Value ETF(IWS) stock.
The initial trade took place in 2019Q2. And since then SVB WEALTH LLC has made 15 purchases of IWS, at an average price of $122.92, for a total of 478,831.00 shares. In addition, there have been 9 sales at an average price of $127.99 for 478,831.00 shares. Based on historical transaction data and IWS's current price of $134.99, SVB WEALTH LLC's estimated gain on his IWS holdings is $2.43 Mil, reflecting a 4.12% gain to date.
SVB WEALTH LLC IWS ($134.99) Holding Chart
SVB WEALTH LLC IWS ($134.99) 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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