XML Financial, LLC IWS Holdings History

Number of Shares
65,980.00
Current Holdings Value*
$8.72 Mil
% of Portfolio
0.75%
Total Estimate Gain
$3.04 Mil
% of Total Estimate Gain
25.44%

XML Financial, LLC's iShares Russell Mid-Cap Value ETF Holding Summary

As of 2025-06-30, XML Financial, LLC held 65,980.00 shares of iShares Russell Mid-Cap Value ETF(IWS), totaling $8.72 Mil. This investment constitutes 0.75% of their stock portfolio, and XML Financial, LLC now holds 0.07% of the outstanding iShares Russell Mid-Cap Value ETF(IWS) stock.

The initial trade took place in 2019Q4. And since then XML Financial, LLC has made 17 purchases of IWS, at an average price of $102.56, for a total of 116,473.00 shares. In addition, there have been 5 sales at an average price of $117.46 for 50,493.00 shares. Based on historical transaction data and IWS's current price of $137.21, XML Financial, LLC's estimated gain on his IWS holdings is $3.04 Mil, reflecting a 25.44% gain to date.

XML Financial, LLC IWS ($137.21) Holding Chart

XML Financial, LLC IWS ($137.21) 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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