Windsor Wealth Management, Inc. IWS Holdings History
Windsor Wealth Management, Inc.'s iShares Russell Mid-Cap Value ETF Holding Summary
As of 2023-09-30, Windsor Wealth Management, Inc. held 298,904.00 shares of iShares Russell Mid-Cap Value ETF(IWS), totaling $31.19 Mil. This investment constitutes 5.71% of their stock portfolio, and Windsor Wealth Management, Inc. now holds 0.25% of the outstanding iShares Russell Mid-Cap Value ETF(IWS) stock.
The initial trade took place in 2018Q2. And since then Windsor Wealth Management, Inc. has made 10 purchases of IWS, at an average price of $93.16, for a total of 459,033.00 shares. In addition, there have been 12 sales at an average price of $102.95 for 160,129.00 shares. Based on historical transaction data and IWS's current price of $134.84, Windsor Wealth Management, Inc.'s estimated gain on his IWS holdings is $14.03 Mil, reflecting a 32.80% gain to date.
Windsor Wealth Management, Inc. IWS ($134.84) Holding Chart
Windsor Wealth Management, Inc. 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
