Epstein & White Financial LLC IWV Holdings History
Epstein & White Financial LLC's iShares Russell 3000 ETF Holding Summary
As of 2021-06-30, Epstein & White Financial LLC held 62,979.00 shares of iShares Russell 3000 ETF(IWV), totaling $16.11 Mil. This investment constitutes 4.25% of their stock portfolio, and Epstein & White Financial LLC now holds 0.14% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2020Q1. And since then Epstein & White Financial LLC has made 1 purchases of IWV, at an average price of $177.08, for a total of 84,954.00 shares. In addition, there have been 5 sales at an average price of $208.06 for 21,975.00 shares. Based on historical transaction data and IWV's current price of $357.07, Epstein & White Financial LLC's estimated gain on his IWV holdings is $12.02 Mil, reflecting a 79.88% gain to date.
Epstein & White Financial LLC IWV ($357.07) Holding Chart
Epstein & White Financial LLC IWV ($357.07) 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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