C-J Advisory, Inc. IWL Holdings History
Number of Shares
130,101.00
Current Holdings Value*
$13.40 Mil
% of Portfolio
7.1%
Total Estimate Gain
$7.28 Mil
% of Total Estimate Gain
56.23%
C-J Advisory, Inc.'s iShares Russell Top 200 ETF Holding Summary
As of 2021-09-30, C-J Advisory, Inc. held 130,101.00 shares of iShares Russell Top 200 ETF(IWL), totaling $13.40 Mil. This investment constitutes 7.1% of their stock portfolio, and C-J Advisory, Inc. now holds 1.33% of the outstanding iShares Russell Top 200 ETF(IWL) stock.
The initial trade took place in 2021Q2. And since then C-J Advisory, Inc. has made 2 purchases of IWL, at an average price of $99.54, for a total of 130,101.00 shares. Based on historical transaction data and IWL's current price of $155.50, C-J Advisory, Inc.'s estimated gain on his IWL holdings is $7.28 Mil, reflecting a 56.23% gain to date.
C-J Advisory, Inc. IWL ($155.50) Holding Chart
C-J Advisory, Inc. IWL ($155.50) 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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