MONTAG A & ASSOCIATES INC IWB Holdings History
MONTAG A & ASSOCIATES INC's iShares Russell 1000 ETF Holding Summary
As of 2025-03-31, MONTAG A & ASSOCIATES INC held 107,001.00 shares of iShares Russell 1000 ETF(IWB), totaling $32.82 Mil. This investment constitutes 1.64% of their stock portfolio, and MONTAG A & ASSOCIATES INC now holds 0.09% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2014Q1. And since then MONTAG A & ASSOCIATES INC has made 11 purchases of IWB, at an average price of $153.04, for a total of 154,373.00 shares. In addition, there have been 16 sales at an average price of $188.87 for 47,372.00 shares. Based on historical transaction data and IWB's current price of $345.18, MONTAG A & ASSOCIATES INC's estimated gain on his IWB holdings is $22.26 Mil, reflecting a 94.21% gain to date.
MONTAG A & ASSOCIATES INC IWB ($345.18) Holding Chart
MONTAG A & ASSOCIATES INC IWB ($345.18) 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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