Empirical Financial Services, LLC D.b.a. Empirical Wealth Management IWB Holdings History
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's iShares Russell 1000 ETF Holding Summary
As of 2025-06-30, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management held 7,546.00 shares of iShares Russell 1000 ETF(IWB), totaling $2.56 Mil. This investment constitutes 0.06% of their stock portfolio, and Empirical Financial Services, LLC d.b.a. Empirical Wealth Management now holds 0.01% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2018Q2. And since then Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has made 8 purchases of IWB, at an average price of $276.05, for a total of 28,680.00 shares. In addition, there have been 15 sales at an average price of $298.24 for 21,134.00 shares. Based on historical transaction data and IWB's current price of $347.52, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's estimated gain on his IWB holdings is $1.01 Mil, reflecting a 12.74% gain to date.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management IWB ($347.52) Holding Chart
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management IWB ($347.52) 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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