Benchmark Financial Wealth Advisors, LLC IWY Holdings History
Benchmark Financial Wealth Advisors, LLC's iShares Russell Top 200 Growth ETF Holding Summary
As of 2025-03-31, Benchmark Financial Wealth Advisors, LLC held 46,048.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $9.71 Mil. This investment constitutes 3.67% of their stock portfolio, and Benchmark Financial Wealth Advisors, LLC now holds 0.08% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2023Q2. And since then Benchmark Financial Wealth Advisors, LLC has made 7 purchases of IWY, at an average price of $178.27, for a total of 60,359.00 shares. In addition, there have been 1 sales at an average price of $230.05 for 14,311.00 shares. Based on historical transaction data and IWY's current price of $251.97, Benchmark Financial Wealth Advisors, LLC's estimated gain on his IWY holdings is $4.13 Mil, reflecting a 38.43% gain to date.
Benchmark Financial Wealth Advisors, LLC IWY ($251.97) Holding Chart
Benchmark Financial Wealth Advisors, LLC 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
