Everhart Financial Group, Inc. IWV Holdings History
Everhart Financial Group, Inc.'s iShares Russell 3000 ETF Holding Summary
As of 2025-03-31, Everhart Financial Group, Inc. held - shares of iShares Russell 3000 ETF(IWV), totaling N/A. This investment constitutes 0% of their stock portfolio, and Everhart Financial Group, Inc. now holds 0% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2022Q4. And since then Everhart Financial Group, Inc. has made 5 purchases of IWV, at an average price of $274.83, for a total of 45,756.00 shares. In addition, there have been 3 sales at an average price of $288.21 for 45,756.00 shares. Based on historical transaction data and IWV's current price of $355.46, Everhart Financial Group, Inc.'s estimated gain on his IWV holdings is $612,030.08, reflecting a 4.87% gain to date.
Everhart Financial Group, Inc. IWV ($355.46) Holding Chart
Everhart Financial Group, Inc. IWV ($355.46) 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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