9258 Wealth Management, LLC IWY Holdings History
9258 Wealth Management, LLC's iShares Russell Top 200 Growth ETF Holding Summary
As of 2024-09-30, 9258 Wealth Management, LLC held 103,916.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $22.87 Mil. This investment constitutes 3.4% of their stock portfolio, and 9258 Wealth Management, LLC now holds 0.19% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2022Q1. And since then 9258 Wealth Management, LLC has made 9 purchases of IWY, at an average price of $145.59, for a total of 110,814.00 shares. In addition, there have been 2 sales at an average price of $202.96 for 6,898.00 shares. Based on historical transaction data and IWY's current price of $254.04, 9258 Wealth Management, LLC's estimated gain on his IWY holdings is $11.67 Mil, reflecting a 72.31% gain to date.
9258 Wealth Management, LLC IWY ($254.04) Holding Chart
9258 Wealth Management, LLC IWY ($254.04) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
