Number of Shares
83,325.00
Current Holdings Value*
$20.54 Mil
% of Portfolio
6.04%
Total Estimate Gain
$1.80 Mil
% of Total Estimate Gain
9.41%

Fischer Financial Services, Inc.'s iShares Russell Top 200 Growth ETF Holding Summary

As of 2025-06-30, Fischer Financial Services, Inc. held 83,325.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $20.54 Mil. This investment constitutes 6.04% of their stock portfolio, and Fischer Financial Services, Inc. now holds 0.15% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.

The initial trade took place in 2024Q4. And since then Fischer Financial Services, Inc. has made 2 purchases of IWY, at an average price of $229.51, for a total of 83,325.00 shares. Based on historical transaction data and IWY's current price of $251.11, Fischer Financial Services, Inc.'s estimated gain on his IWY holdings is $1.80 Mil, reflecting a 9.41% gain to date.

Fischer Financial Services, Inc. IWY ($251.11) Holding Chart

Fischer Financial Services, Inc. IWY ($251.11) 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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