Number of Shares
1.00
Current Holdings Value*
$310.00
% of Portfolio
0%
Total Estimate Gain
$745,611.33
% of Total Estimate Gain
6.74%

POM Investment Strategies, LLC's iShares Russell 3000 ETF Holding Summary

As of 2025-03-31, POM Investment Strategies, LLC held 1.00 shares of iShares Russell 3000 ETF(IWV), totaling $310.00. This investment constitutes 0% of their stock portfolio, and POM Investment Strategies, LLC now holds 0% of the outstanding iShares Russell 3000 ETF(IWV) stock.

The initial trade took place in 2024Q3. And since then POM Investment Strategies, LLC has made 2 purchases of IWV, at an average price of $314.11, for a total of 35,216.00 shares. In addition, there have been 1 sales at an average price of $335.28 for 35,215.00 shares. Based on historical transaction data and IWV's current price of $357.07, POM Investment Strategies, LLC's estimated gain on his IWV holdings is $745,611.33, reflecting a 6.74% gain to date.

POM Investment Strategies, LLC IWV ($357.07) Holding Chart

POM Investment Strategies, LLC IWV ($357.07) 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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