JSF Financial, LLC IWX Holdings History
JSF Financial, LLC's iShares Russell Top 200 Value ETF Holding Summary
As of 2025-03-31, JSF Financial, LLC held 254,298.00 shares of iShares Russell Top 200 Value ETF(IWX), totaling $20.90 Mil. This investment constitutes 5.51% of their stock portfolio, and JSF Financial, LLC now holds 0.79% of the outstanding iShares Russell Top 200 Value ETF(IWX) stock.
The initial trade took place in 2022Q2. And since then JSF Financial, LLC has made 3 purchases of IWX, at an average price of $81.17, for a total of 272,308.00 shares. In addition, there have been 1 sales at an average price of $63.16 for 18,010.00 shares. Based on historical transaction data and IWX's current price of $83.61, JSF Financial, LLC's estimated gain on his IWX holdings is $295,765.97, reflecting a 1.34% gain to date.
JSF Financial, LLC IWX ($83.61) Holding Chart
JSF Financial, LLC IWX ($83.61) 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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