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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