Number of Shares
194,222.00
Current Holdings Value*
$15.78 Mil
% of Portfolio
2.35%
Total Estimate Gain
$3.90 Mil
% of Total Estimate Gain
28.63%

9258 Wealth Management, LLC's iShares Russell Top 200 Value ETF Holding Summary

As of 2024-09-30, 9258 Wealth Management, LLC held 194,222.00 shares of iShares Russell Top 200 Value ETF(IWX), totaling $15.78 Mil. This investment constitutes 2.35% of their stock portfolio, and 9258 Wealth Management, LLC now holds 0.5% of the outstanding iShares Russell Top 200 Value ETF(IWX) stock.

The initial trade took place in 2022Q1. And since then 9258 Wealth Management, LLC has made 9 purchases of IWX, at an average price of $65.46, for a total of 207,862.00 shares. In addition, there have been 2 sales at an average price of $74.98 for 13,640.00 shares. Based on historical transaction data and IWX's current price of $84.85, 9258 Wealth Management, LLC's estimated gain on his IWX holdings is $3.90 Mil, reflecting a 28.63% gain to date.

9258 Wealth Management, LLC IWX ($84.85) Holding Chart

9258 Wealth Management, LLC IWX ($84.85) 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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