Number of Shares
6,413.00
Current Holdings Value*
$1.39 Mil
% of Portfolio
1.01%
Total Estimate Gain
$1.25 Mil
% of Total Estimate Gain
85.93%

Cordasco Financial Network's iShares Russell 3000 ETF Holding Summary

As of 2022-06-30, Cordasco Financial Network held 6,413.00 shares of iShares Russell 3000 ETF(IWV), totaling $1.39 Mil. This investment constitutes 1.01% of their stock portfolio, and Cordasco Financial Network now holds 0.01% of the outstanding iShares Russell 3000 ETF(IWV) stock.

The initial trade took place in 2015Q4. And since then Cordasco Financial Network has made 7 purchases of IWV, at an average price of $166.53, for a total of 8,752.00 shares. In addition, there have been 11 sales at an average price of $188.94 for 2,339.00 shares. Based on historical transaction data and IWV's current price of $353.64, Cordasco Financial Network's estimated gain on his IWV holdings is $1.25 Mil, reflecting a 85.93% gain to date.

Cordasco Financial Network IWV ($353.64) Holding Chart

Cordasco Financial Network IWV ($353.64) 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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