Number of Shares
21,072.00
Current Holdings Value*
$5.19 Mil
% of Portfolio
3.81%
Total Estimate Gain
$312,141.70
% of Total Estimate Gain
3.49%

Nova Wealth Management, Inc.'s iShares Russell Top 200 Growth ETF Holding Summary

As of 2025-06-30, Nova Wealth Management, Inc. held 21,072.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $5.19 Mil. This investment constitutes 3.81% of their stock portfolio, and Nova Wealth Management, Inc. now holds 0.04% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.

The initial trade took place in 2024Q4. And since then Nova Wealth Management, Inc. has made 1 purchases of IWY, at an average price of $229.92, for a total of 38,947.00 shares. In addition, there have been 1 sales at an average price of $222.41 for 17,875.00 shares. Based on historical transaction data and IWY's current price of $251.11, Nova Wealth Management, Inc.'s estimated gain on his IWY holdings is $312,141.70, reflecting a 3.49% gain to date.

Nova Wealth Management, Inc. IWY ($251.11) Holding Chart

Nova Wealth Management, Inc. IWY ($251.11) 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