Number of Shares
215,318.00
Current Holdings Value*
$66.05 Mil
% of Portfolio
1.41%
Total Estimate Gain
$15.77 Mil
% of Total Estimate Gain
20.35%

COLDSTREAM CAPITAL MANAGEMENT INC's iShares Russell 1000 ETF Holding Summary

As of 2025-03-31, COLDSTREAM CAPITAL MANAGEMENT INC held 215,318.00 shares of iShares Russell 1000 ETF(IWB), totaling $66.05 Mil. This investment constitutes 1.41% of their stock portfolio, and COLDSTREAM CAPITAL MANAGEMENT INC now holds 0.17% of the outstanding iShares Russell 1000 ETF(IWB) stock.

The initial trade took place in 2015Q1. And since then COLDSTREAM CAPITAL MANAGEMENT INC has made 11 purchases of IWB, at an average price of $248.31, for a total of 312,022.00 shares. In addition, there have been 20 sales at an average price of $208.61 for 96,704.00 shares. Based on historical transaction data and IWB's current price of $339.37, COLDSTREAM CAPITAL MANAGEMENT INC's estimated gain on his IWB holdings is $15.77 Mil, reflecting a 20.35% gain to date.

COLDSTREAM CAPITAL MANAGEMENT INC IWB ($339.37) Holding Chart

COLDSTREAM CAPITAL MANAGEMENT INC IWB ($339.37) 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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