Anderson Financial Strategies, LLC IWY Holdings History
Anderson Financial Strategies, LLC's iShares Russell Top 200 Growth ETF Holding Summary
As of 2025-03-31, Anderson Financial Strategies, LLC held 67,577.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $14.25 Mil. This investment constitutes 8.72% of their stock portfolio, and Anderson Financial Strategies, LLC now holds 0.12% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2024Q4. And since then Anderson Financial Strategies, LLC has made 1 purchases of IWY, at an average price of $229.82, for a total of 67,577.00 shares. Based on historical transaction data and IWY's current price of $248.33, Anderson Financial Strategies, LLC's estimated gain on his IWY holdings is $1.25 Mil, reflecting a 8.05% gain to date.
Anderson Financial Strategies, LLC IWY ($248.33) Holding Chart
Anderson Financial Strategies, LLC IWY ($248.33) 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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