Fischer Financial Services, Inc. IWY Holdings History
Number of Shares
83,325.00
Current Holdings Value*
$20.54 Mil
% of Portfolio
6.04%
Total Estimate Gain
$1.95 Mil
% of Total Estimate Gain
10.17%
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 $252.85, Fischer Financial Services, Inc.'s estimated gain on his IWY holdings is $1.95 Mil, reflecting a 10.17% gain to date.
Fischer Financial Services, Inc. IWY ($252.85) Holding Chart
Fischer Financial Services, Inc. IWY ($252.85) 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