Forum Private Client Group LLC IWY Holdings History
Forum Private Client Group LLC's iShares Russell Top 200 Growth ETF Holding Summary
As of 2025-03-31, Forum Private Client Group LLC held 68,547.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $14.46 Mil. This investment constitutes 6.28% of their stock portfolio, and Forum Private Client Group LLC now holds 0.12% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2022Q2. And since then Forum Private Client Group LLC has made 8 purchases of IWY, at an average price of $150.80, for a total of 139,581.00 shares. In addition, there have been 4 sales at an average price of $162.27 for 71,034.00 shares. Based on historical transaction data and IWY's current price of $247.05, Forum Private Client Group LLC's estimated gain on his IWY holdings is $7.41 Mil, reflecting a 35.21% gain to date.
Forum Private Client Group LLC IWY ($247.05) Holding Chart
Forum Private Client Group LLC IWY ($247.05) 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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