Mason & Associates, LLC IWL Holdings History
Mason & Associates, LLC's iShares Russell Top 200 ETF Holding Summary
As of 2025-03-31, Mason & Associates, LLC held 19,053.00 shares of iShares Russell Top 200 ETF(IWL), totaling $2.62 Mil. This investment constitutes 0.75% of their stock portfolio, and Mason & Associates, LLC now holds 0.17% of the outstanding iShares Russell Top 200 ETF(IWL) stock.
The initial trade took place in 2024Q1. And since then Mason & Associates, LLC has made 1 purchases of IWL, at an average price of $126.07, for a total of 22,092.00 shares. In addition, there have been 3 sales at an average price of $144.34 for 3,039.00 shares. Based on historical transaction data and IWL's current price of $155.48, Mason & Associates, LLC's estimated gain on his IWL holdings is $615,960.77, reflecting a 22.12% gain to date.
Mason & Associates, LLC IWL ($155.48) Holding Chart
Mason & Associates, LLC IWL ($155.48) 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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