Number of Shares
48,836.00
Current Holdings Value*
$10.30 Mil
% of Portfolio
0.8%
Total Estimate Gain
$1.49 Mil
% of Total Estimate Gain
13.97%

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 $249.04, Prosperity Consulting Group, LLC's estimated gain on his IWY holdings is $1.49 Mil, reflecting a 13.97% gain to date.

Prosperity Consulting Group, LLC IWY ($249.04) Holding Chart

Prosperity Consulting Group, LLC IWY ($249.04) 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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