Ameliora Wealth Management Ltd. IWY Holdings History
Ameliora Wealth Management Ltd.'s iShares Russell Top 200 Growth ETF Holding Summary
As of 2025-03-31, Ameliora Wealth Management Ltd. held 27,273.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $5.75 Mil. This investment constitutes 2.16% of their stock portfolio, and Ameliora Wealth Management Ltd. now holds 0.05% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2022Q3. And since then Ameliora Wealth Management Ltd. has made 6 purchases of IWY, at an average price of $160.71, for a total of 34,316.00 shares. In addition, there have been 4 sales at an average price of $227.30 for 7,043.00 shares. Based on historical transaction data and IWY's current price of $251.97, Ameliora Wealth Management Ltd.'s estimated gain on his IWY holdings is $2.96 Mil, reflecting a 53.63% gain to date.
Ameliora Wealth Management Ltd. IWY ($251.97) Holding Chart
Ameliora Wealth Management Ltd. IWY ($251.97) 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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