ACT WEALTH MANAGEMENT, LLC IWB Holdings History
ACT WEALTH MANAGEMENT, LLC's iShares Russell 1000 ETF Holding Summary
As of 2025-06-30, ACT WEALTH MANAGEMENT, LLC held 76,847.00 shares of iShares Russell 1000 ETF(IWB), totaling $26.10 Mil. This investment constitutes 11.02% of their stock portfolio, and ACT WEALTH MANAGEMENT, LLC now holds 0.06% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2020Q4. And since then ACT WEALTH MANAGEMENT, LLC has made 9 purchases of IWB, at an average price of $205.17, for a total of 121,041.00 shares. In addition, there have been 8 sales at an average price of $251.23 for 44,194.00 shares. Based on historical transaction data and IWB's current price of $342.67, ACT WEALTH MANAGEMENT, LLC's estimated gain on his IWB holdings is $12.60 Mil, reflecting a 50.75% gain to date.
ACT WEALTH MANAGEMENT, LLC IWB ($342.67) Holding Chart
ACT WEALTH MANAGEMENT, LLC IWB ($342.67) 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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