Ullmann Wealth Partners Group, LLC IWR Holdings History
Ullmann Wealth Partners Group, LLC's iShares Russell Mid-Cap ETF Holding Summary
As of 2025-06-30, Ullmann Wealth Partners Group, LLC held 137,186.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $12.62 Mil. This investment constitutes 1.49% of their stock portfolio, and Ullmann Wealth Partners Group, LLC now holds 0.03% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.
The initial trade took place in 2018Q2. And since then Ullmann Wealth Partners Group, LLC has made 8 purchases of IWR, at an average price of $60.49, for a total of 176,713.00 shares. In addition, there have been 18 sales at an average price of $74.39 for 39,527.00 shares. Based on historical transaction data and IWR's current price of $92.26, Ullmann Wealth Partners Group, LLC's estimated gain on his IWR holdings is $4.91 Mil, reflecting a 45.92% gain to date.
Ullmann Wealth Partners Group, LLC IWR ($92.26) Holding Chart
Ullmann Wealth Partners Group, LLC IWR ($92.26) 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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