Portfolio Strategies, Inc. IWV Holdings History
Portfolio Strategies, Inc.'s iShares Russell 3000 ETF Holding Summary
As of 2025-03-31, Portfolio Strategies, Inc. held 87,350.00 shares of iShares Russell 3000 ETF(IWV), totaling $27.75 Mil. This investment constitutes 4.3% of their stock portfolio, and Portfolio Strategies, Inc. now holds 0.19% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2018Q2. And since then Portfolio Strategies, Inc. has made 4 purchases of IWV, at an average price of $221.77, for a total of 126,210.00 shares. In addition, there have been 8 sales at an average price of $325.40 for 38,860.00 shares. Based on historical transaction data and IWV's current price of $355.94, Portfolio Strategies, Inc.'s estimated gain on his IWV holdings is $15.75 Mil, reflecting a 56.26% gain to date.
Portfolio Strategies, Inc. IWV ($355.94) Holding Chart
Portfolio Strategies, Inc. IWV ($355.94) 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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