Portfolio Strategies, Inc. IWY Holdings History
Portfolio Strategies, Inc.'s iShares Russell Top 200 Growth ETF Holding Summary
As of 2025-06-30, Portfolio Strategies, Inc. held 264,830.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $65.25 Mil. This investment constitutes 8.5% of their stock portfolio, and Portfolio Strategies, Inc. now holds 0.47% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2020Q1. And since then Portfolio Strategies, Inc. has made 7 purchases of IWY, at an average price of $168.20, for a total of 309,742.00 shares. In addition, there have been 5 sales at an average price of $158.10 for 44,912.00 shares. Based on historical transaction data and IWY's current price of $253.28, Portfolio Strategies, Inc.'s estimated gain on his IWY holdings is $22.08 Mil, reflecting a 42.38% gain to date.
Portfolio Strategies, Inc. IWY ($253.28) Holding Chart
Portfolio Strategies, Inc. IWY ($253.28) 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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