Brooklyn FI, LLC IWV Holdings History

Number of Shares
77,290.00
Current Holdings Value*
$27.13 Mil
% of Portfolio
6.95%
Total Estimate Gain
$7.43 Mil
% of Total Estimate Gain
20.93%

Brooklyn FI, LLC's iShares Russell 3000 ETF Holding Summary

As of 2025-06-30, Brooklyn FI, LLC held 77,290.00 shares of iShares Russell 3000 ETF(IWV), totaling $27.13 Mil. This investment constitutes 6.95% of their stock portfolio, and Brooklyn FI, LLC now holds 0.17% of the outstanding iShares Russell 3000 ETF(IWV) stock.

The initial trade took place in 2021Q4. And since then Brooklyn FI, LLC has made 8 purchases of IWV, at an average price of $248.20, for a total of 143,064.00 shares. In addition, there have been 6 sales at an average price of $233.27 for 65,774.00 shares. Based on historical transaction data and IWV's current price of $357.07, Brooklyn FI, LLC's estimated gain on his IWV holdings is $7.43 Mil, reflecting a 20.93% gain to date.

Brooklyn FI, LLC IWV ($357.07) Holding Chart

Brooklyn FI, LLC IWV ($357.07) 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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