XML Financial, LLC IWS Holdings History
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 $137.42, XML Financial, LLC's estimated gain on his IWS holdings is $3.05 Mil, reflecting a 25.55% gain to date.
XML Financial, LLC IWS ($137.42) Holding Chart
XML Financial, LLC IWS ($137.42) 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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