CALAMOS WEALTH MANAGEMENT LLC IWV Holdings History
CALAMOS WEALTH MANAGEMENT LLC's iShares Russell 3000 ETF Holding Summary
As of 2025-03-31, CALAMOS WEALTH MANAGEMENT LLC held 189,946.00 shares of iShares Russell 3000 ETF(IWV), totaling $60.33 Mil. This investment constitutes 3.04% of their stock portfolio, and CALAMOS WEALTH MANAGEMENT LLC now holds 0.41% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2014Q4. And since then CALAMOS WEALTH MANAGEMENT LLC has made 15 purchases of IWV, at an average price of $191.49, for a total of 276,409.00 shares. In addition, there have been 14 sales at an average price of $188.10 for 86,463.00 shares. Based on historical transaction data and IWV's current price of $349.21, CALAMOS WEALTH MANAGEMENT LLC's estimated gain on his IWV holdings is $29.67 Mil, reflecting a 56.05% gain to date.
CALAMOS WEALTH MANAGEMENT LLC IWV ($349.21) Holding Chart
CALAMOS WEALTH MANAGEMENT LLC IWV ($349.21) 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
