MONECO Advisors, LLC IWY Holdings History

Number of Shares
114,850.00
Current Holdings Value*
$24.23 Mil
% of Portfolio
2.49%
Total Estimate Gain
$5.34 Mil
% of Total Estimate Gain
22.49%

MONECO Advisors, LLC's iShares Russell Top 200 Growth ETF Holding Summary

As of 2025-03-31, MONECO Advisors, LLC held 114,850.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $24.23 Mil. This investment constitutes 2.49% of their stock portfolio, and MONECO Advisors, LLC now holds 0.2% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.

The initial trade took place in 2022Q4. And since then MONECO Advisors, LLC has made 10 purchases of IWY, at an average price of $206.75, for a total of 114,850.00 shares. Based on historical transaction data and IWY's current price of $253.25, MONECO Advisors, LLC's estimated gain on his IWY holdings is $5.34 Mil, reflecting a 22.49% gain to date.

MONECO Advisors, LLC IWY ($253.25) Holding Chart

MONECO Advisors, LLC IWY ($253.25) 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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