Baystate Wealth Management LLC IWY Holdings History
Baystate Wealth Management LLC's iShares Russell Top 200 Growth ETF Holding Summary
As of 2023-12-31, Baystate Wealth Management LLC held 673,690.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $118.04 Mil. This investment constitutes 8.66% of their stock portfolio, and Baystate Wealth Management LLC now holds 1.54% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2019Q3. And since then Baystate Wealth Management LLC has made 9 purchases of IWY, at an average price of $92.57, for a total of 1.04 Mil shares. In addition, there have been 9 sales at an average price of $109.16 for 365,394.00 shares. Based on historical transaction data and IWY's current price of $243.93, Baystate Wealth Management LLC's estimated gain on his IWY holdings is $108.04 Mil, reflecting a 112.32% gain to date.
Baystate Wealth Management LLC IWY ($243.93) Holding Chart
Baystate Wealth Management LLC IWY ($243.93) 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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