Finley Financial, LLC IWV Holdings History
Finley Financial, LLC's iShares Russell 3000 ETF Holding Summary
As of 2025-06-30, Finley Financial, LLC held 70,441.00 shares of iShares Russell 3000 ETF(IWV), totaling $24.72 Mil. This investment constitutes 12.43% of their stock portfolio, and Finley Financial, LLC now holds 0.16% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $328.33 for 431.00 shares. Based on historical transaction data and IWV's current price of $360.68, Finley Financial, LLC's estimated gain on his IWV holdings is $1.68 Mil, reflecting a 7.02% gain to date.
Finley Financial, LLC IWV ($360.68) Holding Chart
Finley Financial, LLC IWV ($360.68) 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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