DERBY & COMPANY, INC IWV Holdings History
DERBY & COMPANY, INC's iShares Russell 3000 ETF Holding Summary
As of 2021-09-30, DERBY & COMPANY, INC held 151,427.00 shares of iShares Russell 3000 ETF(IWV), totaling $38.59 Mil. This investment constitutes 7.79% of their stock portfolio, and DERBY & COMPANY, INC now holds 0.33% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2018Q2. And since then DERBY & COMPANY, INC has made 14 purchases of IWV, at an average price of $168.62, for a total of 151,427.00 shares. Based on historical transaction data and IWV's current price of $355.94, DERBY & COMPANY, INC's estimated gain on his IWV holdings is $28.37 Mil, reflecting a 111.09% gain to date.
DERBY & COMPANY, INC IWV ($355.94) Holding Chart
DERBY & COMPANY, INC IWV ($355.94) 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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