Aegis Wealth Management LLC IWV Holdings History
Aegis Wealth Management LLC's iShares Russell 3000 ETF Holding Summary
As of 2025-03-31, Aegis Wealth Management LLC held 2,750.00 shares of iShares Russell 3000 ETF(IWV), totaling $873,510.00. This investment constitutes 0.51% of their stock portfolio, and Aegis Wealth Management LLC now holds 0.01% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2025Q1. And since then Aegis Wealth Management LLC has made 1 purchases of IWV, at an average price of $335.28, for a total of 2,750.00 shares. Based on historical transaction data and IWV's current price of $357.61, Aegis Wealth Management LLC's estimated gain on his IWV holdings is $61,407.50, reflecting a 6.66% gain to date.
Aegis Wealth Management LLC IWV ($357.61) Holding Chart
Aegis Wealth Management LLC IWV ($357.61) 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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