Fiduciary Wealth Partners, LLC IWV Holdings History
Fiduciary Wealth Partners, LLC's iShares Russell 3000 ETF Holding Summary
As of 2025-03-31, Fiduciary Wealth Partners, LLC held 5,460.00 shares of iShares Russell 3000 ETF(IWV), totaling $1.73 Mil. This investment constitutes 1.5% of their stock portfolio, and Fiduciary Wealth Partners, LLC now holds 0.01% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2025Q1. And since then Fiduciary Wealth Partners, LLC has made 1 purchases of IWV, at an average price of $335.28, for a total of 5,460.00 shares. Based on historical transaction data and IWV's current price of $361.00, Fiduciary Wealth Partners, LLC's estimated gain on his IWV holdings is $140,433.93, reflecting a 7.67% gain to date.
Fiduciary Wealth Partners, LLC IWV ($361.00) Holding Chart
Fiduciary Wealth Partners, LLC IWV ($361.00) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
