Number of Shares
58,525.00
Current Holdings Value*
$3.27 Mil
% of Portfolio
2.35%
Total Estimate Gain
$2.79 Mil
% of Total Estimate Gain
85.67%

Winthrop Partners - WNY, LLC's iShares Russell Mid-Cap ETF Holding Summary

As of 2019-09-30, Winthrop Partners - WNY, LLC held 58,525.00 shares of iShares Russell Mid-Cap ETF(IWR), totaling $3.27 Mil. This investment constitutes 2.35% of their stock portfolio, and Winthrop Partners - WNY, LLC now holds 0.01% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.

The initial trade took place in 2018Q2. And since then Winthrop Partners - WNY, LLC has made 6 purchases of IWR, at an average price of $50.78, for a total of 64,215.00 shares. Based on historical transaction data and IWR's current price of $94.50, Winthrop Partners - WNY, LLC's estimated gain on his IWR holdings is $2.79 Mil, reflecting a 85.67% gain to date.

Winthrop Partners - WNY, LLC IWR ($94.50) Holding Chart

Winthrop Partners - WNY, LLC IWR ($94.50) 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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