COREPATH WEALTH PARTNERS LLC IWB Holdings History
COREPATH WEALTH PARTNERS LLC's iShares Russell 1000 ETF Holding Summary
As of 2025-03-31, COREPATH WEALTH PARTNERS LLC held 1,875.00 shares of iShares Russell 1000 ETF(IWB), totaling $542,580.00. This investment constitutes 0.52% of their stock portfolio, and COREPATH WEALTH PARTNERS LLC now holds 0% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2025Q1. And since then COREPATH WEALTH PARTNERS LLC has made 1 purchases of IWB, at an average price of $323.34, for a total of 1,875.00 shares. Based on historical transaction data and IWB's current price of $341.52, COREPATH WEALTH PARTNERS LLC's estimated gain on his IWB holdings is $34,087.50, reflecting a 5.62% gain to date.
COREPATH WEALTH PARTNERS LLC IWB ($341.52) Holding Chart
COREPATH WEALTH PARTNERS LLC IWB ($341.52) 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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