Number of Shares
509,205.00
Current Holdings Value*
$42.87 Mil
% of Portfolio
8.74%
Total Estimate Gain
$1.24 Mil
% of Total Estimate Gain
2.96%

Richard P Slaughter Associates Inc's iShares Russell Top 200 Value ETF Holding Summary

As of 2025-06-30, Richard P Slaughter Associates Inc held 509,205.00 shares of iShares Russell Top 200 Value ETF(IWX), totaling $42.87 Mil. This investment constitutes 8.74% of their stock portfolio, and Richard P Slaughter Associates Inc now holds 1.55% of the outstanding iShares Russell Top 200 Value ETF(IWX) stock.

The initial trade took place in 2024Q4. And since then Richard P Slaughter Associates Inc has made 3 purchases of IWX, at an average price of $81.90, for a total of 509,205.00 shares. Based on historical transaction data and IWX's current price of $84.33, Richard P Slaughter Associates Inc's estimated gain on his IWX holdings is $1.24 Mil, reflecting a 2.96% gain to date.

Richard P Slaughter Associates Inc IWX ($84.33) Holding Chart

Richard P Slaughter Associates Inc IWX ($84.33) 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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