Compton Wealth Advisory Group, LLC IWY Holdings History
Compton Wealth Advisory Group, LLC's iShares Russell Top 200 Growth ETF Holding Summary
As of 2025-06-30, Compton Wealth Advisory Group, LLC held 121,265.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $29.89 Mil. This investment constitutes 7.56% of their stock portfolio, and Compton Wealth Advisory Group, LLC now holds 0.21% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2020Q2. And since then Compton Wealth Advisory Group, LLC has made 12 purchases of IWY, at an average price of $138.92, for a total of 174,390.00 shares. In addition, there have been 9 sales at an average price of $165.60 for 53,125.00 shares. Based on historical transaction data and IWY's current price of $251.97, Compton Wealth Advisory Group, LLC's estimated gain on his IWY holdings is $15.13 Mil, reflecting a 62.44% gain to date.
Compton Wealth Advisory Group, LLC IWY ($251.97) Holding Chart
Compton Wealth Advisory Group, LLC IWY ($251.97) 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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