FSA WEALTH PARTNERS, INC. IWB Holdings History
FSA WEALTH PARTNERS, INC.'s iShares Russell 1000 ETF Holding Summary
As of 2025-06-30, FSA WEALTH PARTNERS, INC. held 11,237.00 shares of iShares Russell 1000 ETF(IWB), totaling $3.82 Mil. This investment constitutes 1.84% of their stock portfolio, and FSA WEALTH PARTNERS, INC. now holds 0.01% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2020Q2. And since then FSA WEALTH PARTNERS, INC. has made 9 purchases of IWB, at an average price of $206.48, for a total of 117,546.00 shares. In addition, there have been 6 sales at an average price of $250.31 for 106,309.00 shares. Based on historical transaction data and IWB's current price of $345.45, FSA WEALTH PARTNERS, INC.'s estimated gain on his IWB holdings is $6.22 Mil, reflecting a 25.63% gain to date.
FSA WEALTH PARTNERS, INC. IWB ($345.45) Holding Chart
FSA WEALTH PARTNERS, INC. IWB ($345.45) 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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