Aspire Wealth Management Corp IWY Holdings History
Aspire Wealth Management Corp's iShares Russell Top 200 Growth ETF Holding Summary
As of 2024-09-30, Aspire Wealth Management Corp held 50,736.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $11.16 Mil. This investment constitutes 6.02% of their stock portfolio, and Aspire Wealth Management Corp now holds 0.09% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2021Q4. And since then Aspire Wealth Management Corp has made 11 purchases of IWY, at an average price of $146.60, for a total of 50,736.00 shares. Based on historical transaction data and IWY's current price of $248.36, Aspire Wealth Management Corp's estimated gain on his IWY holdings is $5.16 Mil, reflecting a 69.41% gain to date.
Aspire Wealth Management Corp IWY ($248.36) Holding Chart
Aspire Wealth Management Corp IWY ($248.36) 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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