MONEYWISE, INC. IWV Holdings History
MONEYWISE, INC.'s iShares Russell 3000 ETF Holding Summary
As of 2025-06-30, MONEYWISE, INC. held 39,085.00 shares of iShares Russell 3000 ETF(IWV), totaling $13.72 Mil. This investment constitutes 6.43% of their stock portfolio, and MONEYWISE, INC. now holds 0.09% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2023Q4. And since then MONEYWISE, INC. has made 7 purchases of IWV, at an average price of $304.86, for a total of 39,085.00 shares. Based on historical transaction data and IWV's current price of $357.07, MONEYWISE, INC.'s estimated gain on his IWV holdings is $2.04 Mil, reflecting a 17.12% gain to date.
MONEYWISE, INC. IWV ($357.07) Holding Chart
MONEYWISE, INC. IWV ($357.07) 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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