Cosner Financial Group, LLC IWY Holdings History
Cosner Financial Group, LLC's iShares Russell Top 200 Growth ETF Holding Summary
As of 2025-03-31, Cosner Financial Group, LLC held 55,841.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $11.78 Mil. This investment constitutes 7.2% of their stock portfolio, and Cosner Financial Group, LLC now holds 0.1% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2023Q2. And since then Cosner Financial Group, LLC has made 2 purchases of IWY, at an average price of $164.89, for a total of 112,353.00 shares. In addition, there have been 5 sales at an average price of $165.41 for 56,512.00 shares. Based on historical transaction data and IWY's current price of $248.36, Cosner Financial Group, LLC's estimated gain on his IWY holdings is $4.69 Mil, reflecting a 25.32% gain to date.
Cosner Financial Group, LLC IWY ($248.36) Holding Chart
Cosner Financial Group, LLC IWY ($248.36) 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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