Number of Shares
238,133.00
Current Holdings Value*
$40.88 Mil
% of Portfolio
2.61%
Total Estimate Gain
$45.69 Mil
% of Total Estimate Gain
99.04%

Global Financial Private Capital, LLC's iShares Russell 1000 ETF Holding Summary

As of 2020-06-30, Global Financial Private Capital, LLC held 238,133.00 shares of iShares Russell 1000 ETF(IWB), totaling $40.88 Mil. This investment constitutes 2.61% of their stock portfolio, and Global Financial Private Capital, LLC now holds 0.2% of the outstanding iShares Russell 1000 ETF(IWB) stock.

The initial trade took place in 2018Q2. And since then Global Financial Private Capital, LLC has made 5 purchases of IWB, at an average price of $153.21, for a total of 301,134.00 shares. In addition, there have been 4 sales at an average price of $159.17 for 63,001.00 shares. Based on historical transaction data and IWB's current price of $343.51, Global Financial Private Capital, LLC's estimated gain on his IWB holdings is $45.69 Mil, reflecting a 99.04% gain to date.

Global Financial Private Capital, LLC IWB ($343.51) Holding Chart

Global Financial Private Capital, LLC IWB ($343.51) 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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