Legacy Wealth Management, Inc IWB Holdings History
Legacy Wealth Management, Inc's iShares Russell 1000 ETF Holding Summary
As of 2025-03-31, Legacy Wealth Management, Inc held 758,328.00 shares of iShares Russell 1000 ETF(IWB), totaling $232.61 Mil. This investment constitutes 15.5% of their stock portfolio, and Legacy Wealth Management, Inc now holds 0.61% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2013Q4. And since then Legacy Wealth Management, Inc has made 4 purchases of IWB, at an average price of $104.24, for a total of 2.03 Mil shares. In addition, there have been 33 sales at an average price of $167.40 for 1.27 Mil shares. Based on historical transaction data and IWB's current price of $337.47, Legacy Wealth Management, Inc's estimated gain on his IWB holdings is $257.12 Mil, reflecting a 121.58% gain to date.
Legacy Wealth Management, Inc IWB ($337.47) Holding Chart
Legacy Wealth Management, Inc IWB ($337.47) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
