Wescott Financial Advisory Group, LLC IWS Holdings History
Wescott Financial Advisory Group, LLC's iShares Russell Mid-Cap Value ETF Holding Summary
As of 2025-03-31, Wescott Financial Advisory Group, LLC held 216,782.00 shares of iShares Russell Mid-Cap Value ETF(IWS), totaling $27.31 Mil. This investment constitutes 2.83% of their stock portfolio, and Wescott Financial Advisory Group, LLC now holds 0.21% of the outstanding iShares Russell Mid-Cap Value ETF(IWS) stock.
The initial trade took place in 2020Q4. And since then Wescott Financial Advisory Group, LLC has made 6 purchases of IWS, at an average price of $91.24, for a total of 306,886.00 shares. In addition, there have been 11 sales at an average price of $121.97 for 90,104.00 shares. Based on historical transaction data and IWS's current price of $134.84, Wescott Financial Advisory Group, LLC's estimated gain on his IWS holdings is $12.22 Mil, reflecting a 43.65% gain to date.
Wescott Financial Advisory Group, LLC IWS ($134.84) Holding Chart
Wescott Financial Advisory Group, LLC IWS ($134.84) 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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