McCutchen Group LLC IWV Holdings History

Number of Shares
159,847.00
Current Holdings Value*
$33.09 Mil
% of Portfolio
7.13%
Total Estimate Gain
$39.43 Mil
% of Total Estimate Gain
130.46%

McCutchen Group LLC's iShares Russell 3000 ETF Holding Summary

As of 2022-09-30, McCutchen Group LLC held 159,847.00 shares of iShares Russell 3000 ETF(IWV), totaling $33.09 Mil. This investment constitutes 7.13% of their stock portfolio, and McCutchen Group LLC now holds 0.35% of the outstanding iShares Russell 3000 ETF(IWV) stock.

The initial trade took place in 2014Q1. And since then McCutchen Group LLC has made 6 purchases of IWV, at an average price of $128.18, for a total of 235,780.00 shares. In addition, there have been 20 sales at an average price of $164.22 for 75,933.00 shares. Based on historical transaction data and IWV's current price of $357.74, McCutchen Group LLC's estimated gain on his IWV holdings is $39.43 Mil, reflecting a 130.46% gain to date.

McCutchen Group LLC IWV ($357.74) Holding Chart

McCutchen Group LLC IWV ($357.74) 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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