Future Financial Wealth Managment LLC IWY Holdings History
Future Financial Wealth Managment LLC's iShares Russell Top 200 Growth ETF Holding Summary
As of 2025-03-31, Future Financial Wealth Managment LLC held 20,401.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $4.30 Mil. This investment constitutes 3.16% of their stock portfolio, and Future Financial Wealth Managment LLC now holds 0.04% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2024Q1. And since then Future Financial Wealth Managment LLC has made 4 purchases of IWY, at an average price of $189.09, for a total of 20,559.00 shares. In addition, there have been 1 sales at an average price of $230.05 for 158.00 shares. Based on historical transaction data and IWY's current price of $248.36, Future Financial Wealth Managment LLC's estimated gain on his IWY holdings is $1.22 Mil, reflecting a 31.27% gain to date.
Future Financial Wealth Managment LLC IWY ($248.36) Holding Chart
Future Financial Wealth Managment LLC IWY ($248.36) 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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