Intelligence Driven Advisers, LLC IWY Holdings History
Intelligence Driven Advisers, LLC's iShares Russell Top 200 Growth ETF Holding Summary
As of 2025-06-30, Intelligence Driven Advisers, LLC held 271,149.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $66.84 Mil. This investment constitutes 10.08% of their stock portfolio, and Intelligence Driven Advisers, LLC now holds 0.48% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2023Q2. And since then Intelligence Driven Advisers, LLC has made 5 purchases of IWY, at an average price of $163.08, for a total of 453,603.00 shares. In addition, there have been 4 sales at an average price of $204.18 for 182,454.00 shares. Based on historical transaction data and IWY's current price of $250.39, Intelligence Driven Advisers, LLC's estimated gain on his IWY holdings is $31.17 Mil, reflecting a 42.14% gain to date.
Intelligence Driven Advisers, LLC IWY ($250.39) Holding Chart
Intelligence Driven Advisers, LLC IWY ($250.39) 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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