Prosperity Consulting Group, LLC IWY Holdings History
Number of Shares
48,836.00
Current Holdings Value*
$10.30 Mil
% of Portfolio
0.8%
Total Estimate Gain
$1.46 Mil
% of Total Estimate Gain
13.64%
Prosperity Consulting Group, LLC's iShares Russell Top 200 Growth ETF Holding Summary
As of 2025-03-31, Prosperity Consulting Group, LLC held 48,836.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $10.30 Mil. This investment constitutes 0.8% of their stock portfolio, and Prosperity Consulting Group, LLC now holds 0.09% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2024Q3. And since then Prosperity Consulting Group, LLC has made 3 purchases of IWY, at an average price of $218.51, for a total of 48,836.00 shares. Based on historical transaction data and IWY's current price of $248.33, Prosperity Consulting Group, LLC's estimated gain on his IWY holdings is $1.46 Mil, reflecting a 13.64% gain to date.
Prosperity Consulting Group, LLC IWY ($248.33) Holding Chart
Prosperity Consulting Group, LLC IWY ($248.33) 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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