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
$7.46 Mil
% of Total Estimate Gain
57.58%

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 $156.85, C-J Advisory, Inc.'s estimated gain on his IWL holdings is $7.46 Mil, reflecting a 57.58% gain to date.

C-J Advisory, Inc. IWL ($156.85) Holding Chart

C-J Advisory, Inc. IWL ($156.85) 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