Number of Shares
4,290.00
Current Holdings Value*
$1.01 Mil
% of Portfolio
0.29%
Total Estimate Gain
$432,689.40
% of Total Estimate Gain
41.20%

Cornerstone Retirement Group, Inc.'s iShares Russell 1000 ETF Holding Summary

As of 2023-09-30, Cornerstone Retirement Group, Inc. held 4,290.00 shares of iShares Russell 1000 ETF(IWB), totaling $1.01 Mil. This investment constitutes 0.29% of their stock portfolio, and Cornerstone Retirement Group, Inc. now holds 0% of the outstanding iShares Russell 1000 ETF(IWB) stock.

The initial trade took place in 2023Q3. And since then Cornerstone Retirement Group, Inc. has made 1 purchases of IWB, at an average price of $244.80, for a total of 4,290.00 shares. Based on historical transaction data and IWB's current price of $345.66, Cornerstone Retirement Group, Inc.'s estimated gain on his IWB holdings is $432,689.40, reflecting a 41.20% gain to date.

Cornerstone Retirement Group, Inc. IWB ($345.66) Holding Chart

Cornerstone Retirement Group, Inc. IWB ($345.66) 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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