UNIQUE WEALTH, LLC IWR Holdings History
UNIQUE WEALTH, LLC's iShares Russell Mid-Cap ETF Holding Summary
As of 2025-03-31, UNIQUE WEALTH, LLC held 161,368.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $13.73 Mil. This investment constitutes 2.59% of their stock portfolio, and UNIQUE WEALTH, LLC now holds 0.04% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.
The initial trade took place in 2022Q4. And since then UNIQUE WEALTH, LLC has made 9 purchases of IWR, at an average price of $80.08, for a total of 161,368.00 shares. Based on historical transaction data and IWR's current price of $93.57, UNIQUE WEALTH, LLC's estimated gain on his IWR holdings is $2.18 Mil, reflecting a 16.85% gain to date.
UNIQUE WEALTH, LLC IWR ($93.57) Holding Chart
UNIQUE WEALTH, LLC IWR ($93.57) 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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