ANDREWS, LUCIA WEALTH MANAGEMENT LLC IWB Holdings History
ANDREWS, LUCIA WEALTH MANAGEMENT LLC's iShares Russell 1000 ETF Holding Summary
As of 2025-06-30, ANDREWS, LUCIA WEALTH MANAGEMENT LLC held 4,641.00 shares of iShares Russell 1000 ETF(IWB), totaling $1.58 Mil. This investment constitutes 1.02% of their stock portfolio, and ANDREWS, LUCIA WEALTH MANAGEMENT LLC now holds 0% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2021Q4. And since then ANDREWS, LUCIA WEALTH MANAGEMENT LLC has made 1 purchases of IWB, at an average price of $270.45, for a total of 12,762.00 shares. In addition, there have been 5 sales at an average price of $294.98 for 8,121.00 shares. Based on historical transaction data and IWB's current price of $345.18, ANDREWS, LUCIA WEALTH MANAGEMENT LLC's estimated gain on his IWB holdings is $546,005.84, reflecting a 15.82% gain to date.
ANDREWS, LUCIA WEALTH MANAGEMENT LLC IWB ($345.18) Holding Chart
ANDREWS, LUCIA WEALTH MANAGEMENT LLC IWB ($345.18) 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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