Legacy Advisory Services, LLC IWX Holdings History
Number of Shares
68,771.00
Current Holdings Value*
$5.65 Mil
% of Portfolio
4.77%
Total Estimate Gain
$146,482.23
% of Total Estimate Gain
2.59%
Legacy Advisory Services, LLC's iShares Russell Top 200 Value ETF Holding Summary
As of 2025-03-31, Legacy Advisory Services, LLC held 68,771.00 shares of iShares Russell Top 200 Value ETF(IWX), totaling $5.65 Mil. This investment constitutes 4.77% of their stock portfolio, and Legacy Advisory Services, LLC now holds 0.21% of the outstanding iShares Russell Top 200 Value ETF(IWX) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and IWX's current price of $84.40, Legacy Advisory Services, LLC's estimated gain on his IWX holdings is $146,482.23, reflecting a 2.59% gain to date.
Legacy Advisory Services, LLC IWX ($84.40) Holding Chart
Legacy Advisory Services, LLC IWX ($84.40) 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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