Compton Wealth Advisory Group, LLC IWL Holdings History
Compton Wealth Advisory Group, LLC's iShares Russell Top 200 ETF Holding Summary
As of 2025-06-30, Compton Wealth Advisory Group, LLC held 12,897.00 shares of iShares Russell Top 200 ETF(IWL), totaling $1.97 Mil. This investment constitutes 0.5% of their stock portfolio, and Compton Wealth Advisory Group, LLC now holds 0.11% of the outstanding iShares Russell Top 200 ETF(IWL) stock.
The initial trade took place in 2021Q2. And since then Compton Wealth Advisory Group, LLC has made 8 purchases of IWL, at an average price of $97.34, for a total of 48,448.00 shares. In addition, there have been 5 sales at an average price of $104.36 for 35,551.00 shares. Based on historical transaction data and IWL's current price of $155.62, Compton Wealth Advisory Group, LLC's estimated gain on his IWL holdings is $1.00 Mil, reflecting a 21.23% gain to date.
Compton Wealth Advisory Group, LLC IWL ($155.62) Holding Chart
Compton Wealth Advisory Group, LLC IWL ($155.62) 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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