Greenhouse Wealth Management, LLC IWV Holdings History
Greenhouse Wealth Management, LLC's iShares Russell 3000 ETF Holding Summary
As of 2025-06-30, Greenhouse Wealth Management, LLC held 1,312.00 shares of iShares Russell 3000 ETF(IWV), totaling $458,160.00. This investment constitutes 0.3% of their stock portfolio, and Greenhouse Wealth Management, LLC now holds 0% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2020Q4. And since then Greenhouse Wealth Management, LLC has made 1 purchases of IWV, at an average price of $260.53, for a total of 2,965.00 shares. In addition, there have been 2 sales at an average price of $324.96 for 1,653.00 shares. Based on historical transaction data and IWV's current price of $357.07, Greenhouse Wealth Management, LLC's estimated gain on his IWV holdings is $233,158.25, reflecting a 30.18% gain to date.
Greenhouse Wealth Management, LLC IWV ($357.07) Holding Chart
Greenhouse Wealth Management, LLC IWV ($357.07) 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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