Number of Shares
206,396.00
Current Holdings Value*
$42.88 Mil
% of Portfolio
31.06%
Total Estimate Gain
$38.91 Mil
% of Total Estimate Gain
102.53%

Cordasco Financial Network's iShares Russell 1000 ETF Holding Summary

As of 2022-06-30, Cordasco Financial Network held 206,396.00 shares of iShares Russell 1000 ETF(IWB), totaling $42.88 Mil. This investment constitutes 31.06% of their stock portfolio, and Cordasco Financial Network now holds 0.16% of the outstanding iShares Russell 1000 ETF(IWB) stock.

The initial trade took place in 2015Q4. And since then Cordasco Financial Network has made 8 purchases of IWB, at an average price of $155.62, for a total of 243,817.00 shares. In addition, there have been 10 sales at an average price of $168.61 for 37,421.00 shares. Based on historical transaction data and IWB's current price of $341.77, Cordasco Financial Network's estimated gain on his IWB holdings is $38.91 Mil, reflecting a 102.53% gain to date.

Cordasco Financial Network IWB ($341.77) Holding Chart

Cordasco Financial Network IWB ($341.77) 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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