FFT WEALTH MANAGEMENT LLC IWV Holdings History
FFT WEALTH MANAGEMENT LLC's iShares Russell 3000 ETF Holding Summary
As of 2025-03-31, FFT WEALTH MANAGEMENT LLC held 129,579.00 shares of iShares Russell 3000 ETF(IWV), totaling $41.16 Mil. This investment constitutes 8.61% of their stock portfolio, and FFT WEALTH MANAGEMENT LLC now holds 0.28% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2021Q3. And since then FFT WEALTH MANAGEMENT LLC has made 12 purchases of IWV, at an average price of $267.02, for a total of 530,770.00 shares. In addition, there have been 3 sales at an average price of $286.84 for 401,191.00 shares. Based on historical transaction data and IWV's current price of $344.77, FFT WEALTH MANAGEMENT LLC's estimated gain on his IWV holdings is $18.03 Mil, reflecting a 12.72% gain to date.
FFT WEALTH MANAGEMENT LLC IWV ($344.77) Holding Chart
FFT WEALTH MANAGEMENT LLC IWV ($344.77) 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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