Sequent Asset Management, LLC IWS Holdings History
Sequent Asset Management, LLC's iShares Russell Mid-Cap Value ETF Holding Summary
As of 2025-03-31, Sequent Asset Management, LLC held 15,536.00 shares of iShares Russell Mid-Cap Value ETF(IWS), totaling $1.96 Mil. This investment constitutes 1.65% of their stock portfolio, and Sequent Asset Management, LLC now holds 0.02% of the outstanding iShares Russell Mid-Cap Value ETF(IWS) stock.
The initial trade took place in 2024Q4. And since then Sequent Asset Management, LLC has made 1 purchases of IWS, at an average price of $133.89, for a total of 15,536.00 shares. Based on historical transaction data and IWS's current price of $131.52, Sequent Asset Management, LLC's estimated gain on his IWS holdings is $-36,820.32, reflecting a -1.77% gain to date.
Sequent Asset Management, LLC IWS ($131.52) Holding Chart
Sequent Asset Management, LLC IWS ($131.52) 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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