Compton Wealth Advisory Group, LLC IWX Holdings History
Compton Wealth Advisory Group, LLC's iShares Russell Top 200 Value ETF Holding Summary
As of 2025-06-30, Compton Wealth Advisory Group, LLC held 247,717.00 shares of iShares Russell Top 200 Value ETF(IWX), totaling $20.86 Mil. This investment constitutes 5.28% of their stock portfolio, and Compton Wealth Advisory Group, LLC now holds 0.76% of the outstanding iShares Russell Top 200 Value ETF(IWX) stock.
The initial trade took place in 2020Q2. And since then Compton Wealth Advisory Group, LLC has made 16 purchases of IWX, at an average price of $59.16, for a total of 269,895.00 shares. In addition, there have been 5 sales at an average price of $72.28 for 22,178.00 shares. Based on historical transaction data and IWX's current price of $84.33, Compton Wealth Advisory Group, LLC's estimated gain on his IWX holdings is $6.53 Mil, reflecting a 40.88% gain to date.
Compton Wealth Advisory Group, LLC IWX ($84.33) Holding Chart
Compton Wealth Advisory Group, LLC IWX ($84.33) 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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