Cornerstone Retirement Group, Inc. IWB Holdings History
Number of Shares
4,290.00
Current Holdings Value*
$1.01 Mil
% of Portfolio
0.29%
Total Estimate Gain
$445,087.50
% of Total Estimate Gain
42.38%
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 $348.55, Cornerstone Retirement Group, Inc.'s estimated gain on his IWB holdings is $445,087.50, reflecting a 42.38% gain to date.
Cornerstone Retirement Group, Inc. IWB ($348.55) Holding Chart
Cornerstone Retirement Group, 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 % |
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