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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