CM WEALTH ADVISORS LLC IWB Holdings History
CM WEALTH ADVISORS LLC's iShares Russell 1000 ETF Holding Summary
As of 2025-03-31, CM WEALTH ADVISORS LLC held 28,202.00 shares of iShares Russell 1000 ETF(IWB), totaling $8.65 Mil. This investment constitutes 2.77% of their stock portfolio, and CM WEALTH ADVISORS LLC now holds 0.02% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2022Q2. And since then CM WEALTH ADVISORS LLC has made 4 purchases of IWB, at an average price of $244.20, for a total of 108,739.00 shares. In addition, there have been 3 sales at an average price of $266.31 for 80,537.00 shares. Based on historical transaction data and IWB's current price of $348.52, CM WEALTH ADVISORS LLC's estimated gain on his IWB holdings is $4.72 Mil, reflecting a 17.78% gain to date.
CM WEALTH ADVISORS LLC IWB ($348.52) Holding Chart
CM WEALTH ADVISORS LLC IWB ($348.52) 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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