Hidden Cove Wealth Management, LLC IWY Holdings History
Hidden Cove Wealth Management, LLC's iShares Russell Top 200 Growth ETF Holding Summary
As of 2025-06-30, Hidden Cove Wealth Management, LLC held 76,178.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $18.78 Mil. This investment constitutes 13.6% of their stock portfolio, and Hidden Cove Wealth Management, LLC now holds 0.13% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $229.69 for 2,759.00 shares. Based on historical transaction data and IWY's current price of $251.11, Hidden Cove Wealth Management, LLC's estimated gain on his IWY holdings is $1.62 Mil, reflecting a 8.95% gain to date.
Hidden Cove Wealth Management, LLC IWY ($251.11) Holding Chart
Hidden Cove Wealth Management, LLC IWY ($251.11) 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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