Processus Wealth & Capital Management, LLC IWY Holdings History
Processus Wealth & Capital Management, LLC's iShares Russell Top 200 Growth ETF Holding Summary
As of 2025-03-31, Processus Wealth & Capital Management, LLC held 32,337.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $6.82 Mil. This investment constitutes 5.81% of their stock portfolio, and Processus Wealth & Capital Management, LLC now holds 0.06% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2023Q4. And since then Processus Wealth & Capital Management, LLC has made 2 purchases of IWY, at an average price of $165.74, for a total of 34,588.00 shares. In addition, there have been 3 sales at an average price of $212.44 for 2,251.00 shares. Based on historical transaction data and IWY's current price of $247.05, Processus Wealth & Capital Management, LLC's estimated gain on his IWY holdings is $2.73 Mil, reflecting a 47.70% gain to date.
Processus Wealth & Capital Management, LLC IWY ($247.05) Holding Chart
Processus Wealth & Capital Management, LLC IWY ($247.05) 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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