Emerson Wealth, LLC IWB Holdings History
Emerson Wealth, LLC's iShares Russell 1000 ETF Holding Summary
As of 2022-06-30, Emerson Wealth, LLC held 406,027.00 shares of iShares Russell 1000 ETF(IWB), totaling $71.65 Mil. This investment constitutes 46.92% of their stock portfolio, and Emerson Wealth, LLC now holds 0.33% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2018Q4. And since then Emerson Wealth, LLC has made 7 purchases of IWB, at an average price of $153.97, for a total of 493,455.00 shares. In addition, there have been 7 sales at an average price of $191.41 for 87,428.00 shares. Based on historical transaction data and IWB's current price of $345.18, Emerson Wealth, LLC's estimated gain on his IWB holdings is $80.91 Mil, reflecting a 106.49% gain to date.
Emerson Wealth, LLC IWB ($345.18) Holding Chart
Emerson 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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