HOWARD BAILEY SECURITIES, LLC IWX Holdings History
HOWARD BAILEY SECURITIES, LLC's iShares Russell Top 200 Value ETF Holding Summary
As of 2025-03-31, HOWARD BAILEY SECURITIES, LLC held 151,032.00 shares of iShares Russell Top 200 Value ETF(IWX), totaling $12.41 Mil. This investment constitutes 5.01% of their stock portfolio, and HOWARD BAILEY SECURITIES, LLC now holds 0.49% of the outstanding iShares Russell Top 200 Value ETF(IWX) stock.
The initial trade took place in 2024Q3. And since then HOWARD BAILEY SECURITIES, LLC has made 1 purchases of IWX, at an average price of $78.21, for a total of 158,914.00 shares. In addition, there have been 1 sales at an average price of $82.27 for 7,882.00 shares. Based on historical transaction data and IWX's current price of $84.53, HOWARD BAILEY SECURITIES, LLC's estimated gain on his IWX holdings is $986,152.30, reflecting a 7.93% gain to date.
HOWARD BAILEY SECURITIES, LLC IWX ($84.53) Holding Chart
HOWARD BAILEY SECURITIES, LLC IWX ($84.53) 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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