Family Management Corp IWY Holdings History
Family Management Corp's iShares Russell Top 200 Growth ETF Holding Summary
As of 2025-03-31, Family Management Corp held 52,976.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $11.17 Mil. This investment constitutes 1.83% of their stock portfolio, and Family Management Corp now holds 0.09% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2024Q4. And since then Family Management Corp has made 2 purchases of IWY, at an average price of $229.91, for a total of 52,976.00 shares. Based on historical transaction data and IWY's current price of $254.04, Family Management Corp's estimated gain on his IWY holdings is $1.28 Mil, reflecting a 10.49% gain to date.
Family Management Corp IWY ($254.04) Holding Chart
Family Management Corp IWY ($254.04) 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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