Smith Thornton Advisors LLC IWR Holdings History
Smith Thornton Advisors LLC's iShares Russell Mid-Cap ETF Holding Summary
As of 2025-03-31, Smith Thornton Advisors LLC held 47,048.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $4.00 Mil. This investment constitutes 2.49% of their stock portfolio, and Smith Thornton Advisors LLC now holds 0.01% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.
The initial trade took place in 2024Q2. And since then Smith Thornton Advisors LLC has made 1 purchases of IWR, at an average price of $85.61, for a total of 47,556.00 shares. In addition, there have been 2 sales at an average price of $90.02 for 508.00 shares. Based on historical transaction data and IWR's current price of $93.74, Smith Thornton Advisors LLC's estimated gain on his IWR holdings is $384,628.89, reflecting a 9.45% gain to date.
Smith Thornton Advisors LLC IWR ($93.74) Holding Chart
Smith Thornton Advisors LLC IWR ($93.74) 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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