CHERRYDALE WEALTH MANAGEMENT, LLC IWB Holdings History
CHERRYDALE WEALTH MANAGEMENT, LLC's iShares Russell 1000 ETF Holding Summary
As of 2025-03-31, CHERRYDALE WEALTH MANAGEMENT, LLC held 2,629.00 shares of iShares Russell 1000 ETF(IWB), totaling $806,310.00. This investment constitutes 0.32% of their stock portfolio, and CHERRYDALE WEALTH MANAGEMENT, LLC now holds 0% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2024Q1. And since then CHERRYDALE WEALTH MANAGEMENT, LLC has made 5 purchases of IWB, at an average price of $309.17, for a total of 2,629.00 shares. Based on historical transaction data and IWB's current price of $341.02, CHERRYDALE WEALTH MANAGEMENT, LLC's estimated gain on his IWB holdings is $83,741.37, reflecting a 10.30% gain to date.
CHERRYDALE WEALTH MANAGEMENT, LLC IWB ($341.02) Holding Chart
CHERRYDALE WEALTH MANAGEMENT, LLC IWB ($341.02) 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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