GeoWealth Management, LLC IWY Holdings History
GeoWealth Management, LLC's iShares Russell Top 200 Growth ETF Holding Summary
As of 2025-03-31, GeoWealth Management, LLC held 4,861.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $1.03 Mil. This investment constitutes 0.04% of their stock portfolio, and GeoWealth Management, LLC now holds 0.01% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2019Q3. And since then GeoWealth Management, LLC has made 9 purchases of IWY, at an average price of $179.30, for a total of 204,984.00 shares. In addition, there have been 8 sales at an average price of $190.07 for 200,123.00 shares. Based on historical transaction data and IWY's current price of $252.80, GeoWealth Management, LLC's estimated gain on his IWY holdings is $2.51 Mil, reflecting a 6.84% gain to date.
GeoWealth Management, LLC IWY ($252.80) Holding Chart
GeoWealth Management, LLC IWY ($252.80) 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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