MEMBERS WEALTH LLC IWB Holdings History
Number of Shares
7,530.00
Current Holdings Value*
$2.31 Mil
% of Portfolio
1.74%
Total Estimate Gain
$318,949.66
% of Total Estimate Gain
9.78%
MEMBERS WEALTH LLC's iShares Russell 1000 ETF Holding Summary
As of 2025-03-31, MEMBERS WEALTH LLC held 7,530.00 shares of iShares Russell 1000 ETF(IWB), totaling $2.31 Mil. This investment constitutes 1.74% of their stock portfolio, and MEMBERS WEALTH LLC now holds 0.01% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2024Q2. And since then MEMBERS WEALTH LLC has made 1 purchases of IWB, at an average price of $307.23, for a total of 10,614.00 shares. Based on historical transaction data and IWB's current price of $342.67, MEMBERS WEALTH LLC's estimated gain on his IWB holdings is $318,949.66, reflecting a 9.78% gain to date.
MEMBERS WEALTH LLC IWB ($342.67) Holding Chart
MEMBERS WEALTH LLC IWB ($342.67) 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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