Conservest Capital Advisors, Inc. IWB Holdings History
Conservest Capital Advisors, Inc.'s iShares Russell 1000 ETF Holding Summary
As of 2025-03-31, Conservest Capital Advisors, Inc. held 141,549.00 shares of iShares Russell 1000 ETF(IWB), totaling $43.42 Mil. This investment constitutes 4.56% of their stock portfolio, and Conservest Capital Advisors, Inc. now holds 0.11% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2018Q2. And since then Conservest Capital Advisors, Inc. has made 13 purchases of IWB, at an average price of $157.80, for a total of 167,789.00 shares. In addition, there have been 14 sales at an average price of $202.34 for 26,240.00 shares. Based on historical transaction data and IWB's current price of $348.55, Conservest Capital Advisors, Inc.'s estimated gain on his IWB holdings is $28.17 Mil, reflecting a 106.39% gain to date.
Conservest Capital Advisors, Inc. IWB ($348.55) Holding Chart
Conservest Capital Advisors, Inc. IWB ($348.55) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
