Number of Shares
47,820.00
Current Holdings Value*
$10.09 Mil
% of Portfolio
5.77%
Total Estimate Gain
$1.66 Mil
% of Total Estimate Gain
15.27%

Bluesphere Advisors, LLC's iShares Russell Top 200 Growth ETF Holding Summary

As of 2025-03-31, Bluesphere Advisors, LLC held 47,820.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $10.09 Mil. This investment constitutes 5.77% of their stock portfolio, and Bluesphere Advisors, LLC now holds 0.09% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.

The initial trade took place in 2024Q3. And since then Bluesphere Advisors, LLC has made 1 purchases of IWY, at an average price of $212.79, for a total of 51,119.00 shares. In addition, there have been 2 sales at an average price of $229.85 for 3,299.00 shares. Based on historical transaction data and IWY's current price of $246.35, Bluesphere Advisors, LLC's estimated gain on his IWY holdings is $1.66 Mil, reflecting a 15.27% gain to date.

Bluesphere Advisors, LLC IWY ($246.35) Holding Chart

Bluesphere Advisors, LLC IWY ($246.35) 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