&PARTNERS IWB Holdings History

Number of Shares
75,055.00
Current Holdings Value*
$22.93 Mil
% of Portfolio
0.24%
Total Estimate Gain
$3.92 Mil
% of Total Estimate Gain
11.01%

&PARTNERS's iShares Russell 1000 ETF Holding Summary

As of 2025-03-31, &PARTNERS held 75,055.00 shares of iShares Russell 1000 ETF(IWB), totaling $22.93 Mil. This investment constitutes 0.24% of their stock portfolio, and &PARTNERS now holds 0.06% of the outstanding iShares Russell 1000 ETF(IWB) stock.

The initial trade took place in 2023Q4. And since then &PARTNERS has made 5 purchases of IWB, at an average price of $284.14, for a total of 125,155.00 shares. In addition, there have been 1 sales at an average price of $274.07 for 50,100.00 shares. Based on historical transaction data and IWB's current price of $343.04, &PARTNERS's estimated gain on his IWB holdings is $3.92 Mil, reflecting a 11.01% gain to date.

&PARTNERS IWB ($343.04) Holding Chart

&PARTNERS IWB ($343.04) 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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