Mason & Associates, LLC IWY Holdings History
Mason & Associates, LLC's iShares Russell Top 200 Growth ETF Holding Summary
As of 2025-03-31, Mason & Associates, LLC held 7,433.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $1.57 Mil. This investment constitutes 0.45% of their stock portfolio, and Mason & Associates, LLC now holds 0.01% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2024Q2. And since then Mason & Associates, LLC has made 1 purchases of IWY, at an average price of $199.29, for a total of 8,625.00 shares. In addition, there have been 3 sales at an average price of $227.77 for 1,192.00 shares. Based on historical transaction data and IWY's current price of $251.97, Mason & Associates, LLC's estimated gain on his IWY holdings is $425,521.90, reflecting a 24.76% gain to date.
Mason & Associates, LLC IWY ($251.97) Holding Chart
Mason & Associates, LLC IWY ($251.97) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
