DERBY & COMPANY, INC IWB Holdings History

Number of Shares
243,136.00
Current Holdings Value*
$58.77 Mil
% of Portfolio
11.86%
Total Estimate Gain
$45.20 Mil
% of Total Estimate Gain
113.89%

DERBY & COMPANY, INC's iShares Russell 1000 ETF Holding Summary

As of 2021-09-30, DERBY & COMPANY, INC held 243,136.00 shares of iShares Russell 1000 ETF(IWB), totaling $58.77 Mil. This investment constitutes 11.86% of their stock portfolio, and DERBY & COMPANY, INC now holds 0.2% of the outstanding iShares Russell 1000 ETF(IWB) stock.

The initial trade took place in 2018Q2. And since then DERBY & COMPANY, INC has made 13 purchases of IWB, at an average price of $159.32, for a total of 249,093.00 shares. In addition, there have been 1 sales at an average price of $161.01 for 5,957.00 shares. Based on historical transaction data and IWB's current price of $345.18, DERBY & COMPANY, INC's estimated gain on his IWB holdings is $45.20 Mil, reflecting a 113.89% gain to date.

DERBY & COMPANY, INC IWB ($345.18) Holding Chart

DERBY & COMPANY, INC IWB ($345.18) 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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