Ethos Financial Group, LLC IWB Holdings History
Ethos Financial Group, LLC's iShares Russell 1000 ETF Holding Summary
As of 2025-03-31, Ethos Financial Group, LLC held 61,052.00 shares of iShares Russell 1000 ETF(IWB), totaling $18.73 Mil. This investment constitutes 1.83% of their stock portfolio, and Ethos Financial Group, LLC now holds 0.05% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2024Q4. And since then Ethos Financial Group, LLC has made 2 purchases of IWB, at an average price of $323.35, for a total of 61,052.00 shares. Based on historical transaction data and IWB's current price of $345.18, Ethos Financial Group, LLC's estimated gain on his IWB holdings is $1.33 Mil, reflecting a 6.75% gain to date.
Ethos Financial Group, LLC IWB ($345.18) Holding Chart
Ethos Financial Group, 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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