HOGE FINANCIAL SERVICES, LLC IWB Holdings History
HOGE FINANCIAL SERVICES, LLC's iShares Russell 1000 ETF Holding Summary
As of 2025-03-31, HOGE FINANCIAL SERVICES, LLC held 107,572.00 shares of iShares Russell 1000 ETF(IWB), totaling $33.00 Mil. This investment constitutes 23.07% of their stock portfolio, and HOGE FINANCIAL SERVICES, LLC now holds 0.09% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2023Q4. And since then HOGE FINANCIAL SERVICES, LLC has made 5 purchases of IWB, at an average price of $253.57, for a total of 107,572.00 shares. Based on historical transaction data and IWB's current price of $345.18, HOGE FINANCIAL SERVICES, LLC's estimated gain on his IWB holdings is $9.85 Mil, reflecting a 36.13% gain to date.
HOGE FINANCIAL SERVICES, LLC IWB ($345.18) Holding Chart
HOGE FINANCIAL SERVICES, LLC IWB ($345.18) 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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