Evensky & Katz LLC IWV Holdings History
Evensky & Katz LLC's iShares Russell 3000 ETF Holding Summary
As of 2025-03-31, Evensky & Katz LLC held 365,204.00 shares of iShares Russell 3000 ETF(IWV), totaling $116.00 Mil. This investment constitutes 7.78% of their stock portfolio, and Evensky & Katz LLC now holds 0.8% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2013Q4. And since then Evensky & Katz LLC has made 4 purchases of IWV, at an average price of $123.51, for a total of 1.99 Mil shares. In addition, there have been 33 sales at an average price of $165.30 for 1.62 Mil shares. Based on historical transaction data and IWV's current price of $354.59, Evensky & Katz LLC's estimated gain on his IWV holdings is $152.21 Mil, reflecting a 61.99% gain to date.
Evensky & Katz LLC IWV ($354.59) Holding Chart
Evensky & Katz LLC IWV ($354.59) 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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