ProVise Management Group, LLC IWY Holdings History
ProVise Management Group, LLC's iShares Russell Top 200 Growth ETF Holding Summary
As of 2025-03-31, ProVise Management Group, LLC held 131,277.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $27.69 Mil. This investment constitutes 2.35% of their stock portfolio, and ProVise Management Group, LLC now holds 0.23% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2020Q4. And since then ProVise Management Group, LLC has made 18 purchases of IWY, at an average price of $165.98, for a total of 131,277.00 shares. Based on historical transaction data and IWY's current price of $251.97, ProVise Management Group, LLC's estimated gain on his IWY holdings is $11.29 Mil, reflecting a 51.81% gain to date.
ProVise Management Group, LLC IWY ($251.97) Holding Chart
ProVise Management Group, LLC IWY ($251.97) 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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