Legacy Wealth Planning, LLC IWY Holdings History
Legacy Wealth Planning, LLC's iShares Russell Top 200 Growth ETF Holding Summary
As of 2022-09-30, Legacy Wealth Planning, LLC held 30,279.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $3.62 Mil. This investment constitutes 5.99% of their stock portfolio, and Legacy Wealth Planning, LLC now holds 0.09% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2019Q4. And since then Legacy Wealth Planning, LLC has made 6 purchases of IWY, at an average price of $97.88, for a total of 35,091.00 shares. In addition, there have been 5 sales at an average price of $109.25 for 4,812.00 shares. Based on historical transaction data and IWY's current price of $251.97, Legacy Wealth Planning, LLC's estimated gain on his IWY holdings is $4.72 Mil, reflecting a 137.42% gain to date.
Legacy Wealth Planning, LLC IWY ($251.97) Holding Chart
Legacy Wealth Planning, LLC IWY ($251.97) 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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