9258 Wealth Management, LLC IWX Holdings History
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 $85.59, 9258 Wealth Management, LLC's estimated gain on his IWX holdings is $4.04 Mil, reflecting a 29.68% gain to date.
9258 Wealth Management, LLC IWX ($85.59) Holding Chart
9258 Wealth Management, LLC IWX ($85.59) 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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