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 %

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