Dechtman Wealth Management, LLC IWL Holdings History
Number of Shares
24,483.00
Current Holdings Value*
$3.54 Mil
% of Portfolio
0.68%
Total Estimate Gain
$4.38 Mil
% of Total Estimate Gain
44.51%
Dechtman Wealth Management, LLC's iShares Russell Top 200 ETF Holding Summary
As of 2024-12-31, Dechtman Wealth Management, LLC held 24,483.00 shares of iShares Russell Top 200 ETF(IWL), totaling $3.54 Mil. This investment constitutes 0.68% of their stock portfolio, and Dechtman Wealth Management, LLC now holds 0.21% of the outstanding iShares Russell Top 200 ETF(IWL) stock.
The initial trade took place in 2023Q2. In addition, there have been 6 sales at an average price of $140.84 for 73,711.00 shares. Based on historical transaction data and IWL's current price of $156.85, Dechtman Wealth Management, LLC's estimated gain on his IWL holdings is $4.38 Mil, reflecting a 44.51% gain to date.
Dechtman Wealth Management, LLC IWL ($156.85) Holding Chart
Dechtman Wealth Management, LLC IWL ($156.85) 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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