Widmann Financial Services, Inc. IWS Holdings History
Widmann Financial Services, Inc.'s iShares Russell Mid-Cap Value ETF Holding Summary
As of 2025-03-31, Widmann Financial Services, Inc. held 23,419.00 shares of iShares Russell Mid-Cap Value ETF(IWS), totaling $2.95 Mil. This investment constitutes 2.29% of their stock portfolio, and Widmann Financial Services, Inc. now holds 0.02% of the outstanding iShares Russell Mid-Cap Value ETF(IWS) stock.
The initial trade took place in 2021Q4. And since then Widmann Financial Services, Inc. has made 9 purchases of IWS, at an average price of $123.80, for a total of 24,292.00 shares. In addition, there have been 4 sales at an average price of $116.35 for 873.00 shares. Based on historical transaction data and IWS's current price of $134.95, Widmann Financial Services, Inc.'s estimated gain on his IWS holdings is $254,714.06, reflecting a 8.47% gain to date.
Widmann Financial Services, Inc. IWS ($134.95) Holding Chart
Widmann Financial Services, Inc. IWS ($134.95) 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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