EWG Elevate Inc. IAI Holdings History

Number of Shares
59,352.00
Current Holdings Value*
$8.32 Mil
% of Portfolio
3.15%
Total Estimate Gain
$1.83 Mil
% of Total Estimate Gain
14.99%

EWG Elevate Inc.'s iShares U.S. Broker-Dealers ETF Holding Summary

As of 2025-03-31, EWG Elevate Inc. held 59,352.00 shares of iShares U.S. Broker-Dealers ETF(IAI), totaling $8.32 Mil. This investment constitutes 3.15% of their stock portfolio, and EWG Elevate Inc. now holds 0.67% of the outstanding iShares U.S. Broker-Dealers ETF(IAI) stock.

The initial trade took place in 2024Q4. And since then EWG Elevate Inc. has made 1 purchases of IAI, at an average price of $142.94, for a total of 85,475.00 shares. In addition, there have been 1 sales at an average price of $148.71 for 26,123.00 shares. Based on historical transaction data and IAI's current price of $171.26, EWG Elevate Inc.'s estimated gain on his IAI holdings is $1.83 Mil, reflecting a 14.99% gain to date.

EWG Elevate Inc. IAI ($171.26) Holding Chart

EWG Elevate Inc. IAI ($171.26) 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 %

Top Ranked Articles

  • 1