REFRAME WEALTH, LLC IWV Holdings History
Number of Shares
65,125.00
Current Holdings Value*
$14.37 Mil
% of Portfolio
5.52%
Total Estimate Gain
$8.89 Mil
% of Total Estimate Gain
61.89%
REFRAME WEALTH, LLC's iShares Russell 3000 ETF Holding Summary
As of 2022-12-31, REFRAME WEALTH, LLC held 65,125.00 shares of iShares Russell 3000 ETF(IWV), totaling $14.37 Mil. This investment constitutes 5.52% of their stock portfolio, and REFRAME WEALTH, LLC now holds 0.14% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2022Q4. Based on historical transaction data and IWV's current price of $357.07, REFRAME WEALTH, LLC's estimated gain on his IWV holdings is $8.89 Mil, reflecting a 61.89% gain to date.
REFRAME WEALTH, LLC IWV ($357.07) Holding Chart
REFRAME WEALTH, LLC IWV ($357.07) 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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