Compass Financial Group, Inc. IWV Holdings History
Compass Financial Group, Inc.'s iShares Russell 3000 ETF Holding Summary
As of 2025-03-31, Compass Financial Group, Inc. held 57,193.00 shares of iShares Russell 3000 ETF(IWV), totaling $18.17 Mil. This investment constitutes 9.33% of their stock portfolio, and Compass Financial Group, Inc. now holds 0.12% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2018Q2. And since then Compass Financial Group, Inc. has made 2 purchases of IWV, at an average price of $160.81, for a total of 77,551.00 shares. In addition, there have been 25 sales at an average price of $220.73 for 20,358.00 shares. Based on historical transaction data and IWV's current price of $354.41, Compass Financial Group, Inc.'s estimated gain on his IWV holdings is $12.29 Mil, reflecting a 98.57% gain to date.
Compass Financial Group, Inc. IWV ($354.41) Holding Chart
Compass Financial Group, Inc. IWV ($354.41) 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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