Number of Shares
2,629.00
Current Holdings Value*
$806,310.00
% of Portfolio
0.32%
Total Estimate Gain
$88,079.22
% of Total Estimate Gain
10.84%

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 $342.67, CHERRYDALE WEALTH MANAGEMENT, LLC's estimated gain on his IWB holdings is $88,079.22, reflecting a 10.84% gain to date.

CHERRYDALE WEALTH MANAGEMENT, LLC IWB ($342.67) Holding Chart

CHERRYDALE WEALTH MANAGEMENT, LLC IWB ($342.67) 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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