Sachetta, LLC IWR Holdings History
Number of Shares
61,730.00
Current Holdings Value*
$5.68 Mil
% of Portfolio
2.24%
Total Estimate Gain
$1.46 Mil
% of Total Estimate Gain
33.09%
Sachetta, LLC's iShares Russell Mid-Cap ETF Holding Summary
As of 2025-06-30, Sachetta, LLC held 61,730.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $5.68 Mil. This investment constitutes 2.24% of their stock portfolio, and Sachetta, LLC now holds 0.01% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.
The initial trade took place in 2023Q4. And since then Sachetta, LLC has made 2 purchases of IWR, at an average price of $71.16, for a total of 61,903.00 shares. In addition, there have been 1 sales at an average price of $86.36 for 173.00 shares. Based on historical transaction data and IWR's current price of $94.73, Sachetta, LLC's estimated gain on his IWR holdings is $1.46 Mil, reflecting a 33.09% gain to date.
Sachetta, LLC IWR ($94.73) Holding Chart
Sachetta, LLC IWR ($94.73) 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