Chicago Wealth Management, Inc. IAI Holdings History
Chicago Wealth Management, Inc.'s iShares U.S. Broker-Dealers ETF Holding Summary
As of 2025-03-31, Chicago Wealth Management, Inc. held 79,150.00 shares of iShares U.S. Broker-Dealers ETF(IAI), totaling $11.09 Mil. This investment constitutes 5.81% of their stock portfolio, and Chicago Wealth Management, Inc. now holds 0.98% of the outstanding iShares U.S. Broker-Dealers ETF(IAI) stock.
The initial trade took place in 2024Q2. And since then Chicago Wealth Management, Inc. has made 4 purchases of IAI, at an average price of $117.73, for a total of 79,150.00 shares. Based on historical transaction data and IAI's current price of $174.85, Chicago Wealth Management, Inc.'s estimated gain on his IAI holdings is $4.52 Mil, reflecting a 48.52% gain to date.
Chicago Wealth Management, Inc. IAI ($174.85) Holding Chart
Chicago Wealth Management, Inc. IAI ($174.85) 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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