Domani Wealth, LLC IWB Holdings History

Number of Shares
61,341.00
Current Holdings Value*
$13.82 Mil
% of Portfolio
3.21%
Total Estimate Gain
$10.70 Mil
% of Total Estimate Gain
86.64%

Domani Wealth, LLC's iShares Russell 1000 ETF Holding Summary

As of 2023-03-31, Domani Wealth, LLC held 61,341.00 shares of iShares Russell 1000 ETF(IWB), totaling $13.82 Mil. This investment constitutes 3.21% of their stock portfolio, and Domani Wealth, LLC now holds 0.05% of the outstanding iShares Russell 1000 ETF(IWB) stock.

The initial trade took place in 2018Q2. And since then Domani Wealth, LLC has made 5 purchases of IWB, at an average price of $176.51, for a total of 69,974.00 shares. In addition, there have been 15 sales at an average price of $217.58 for 8,633.00 shares. Based on historical transaction data and IWB's current price of $345.18, Domani Wealth, LLC's estimated gain on his IWB holdings is $10.70 Mil, reflecting a 86.64% gain to date.

Domani Wealth, LLC IWB ($345.18) Holding Chart

Domani Wealth, LLC 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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