Sincerus Advisory, LLC IWR Holdings History
Sincerus Advisory, LLC's iShares Russell Mid-Cap ETF Holding Summary
As of 2025-03-31, Sincerus Advisory, LLC held 66,394.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $5.65 Mil. This investment constitutes 5.96% of their stock portfolio, and Sincerus Advisory, LLC now holds 0.01% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.
The initial trade took place in 2024Q4. And since then Sincerus Advisory, LLC has made 1 purchases of IWR, at an average price of $90.78, for a total of 66,394.00 shares. Based on historical transaction data and IWR's current price of $93.43, Sincerus Advisory, LLC's estimated gain on his IWR holdings is $175,787.13, reflecting a 2.92% gain to date.
Sincerus Advisory, LLC IWR ($93.43) Holding Chart
Sincerus Advisory, LLC IWR ($93.43) 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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