Number of Shares
15,524.00
Current Holdings Value*
$5.27 Mil
% of Portfolio
2.54%
Total Estimate Gain
$1.21 Mil
% of Total Estimate Gain
14.20%

SHELTON WEALTH MANAGEMENT, LLC's iShares Russell 1000 ETF Holding Summary

As of 2025-06-30, SHELTON WEALTH MANAGEMENT, LLC held 15,524.00 shares of iShares Russell 1000 ETF(IWB), totaling $5.27 Mil. This investment constitutes 2.54% of their stock portfolio, and SHELTON WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding iShares Russell 1000 ETF(IWB) stock.

The initial trade took place in 2021Q4. And since then SHELTON WEALTH MANAGEMENT, LLC has made 2 purchases of IWB, at an average price of $256.92, for a total of 33,307.00 shares. In addition, there have been 12 sales at an average price of $247.77 for 17,783.00 shares. Based on historical transaction data and IWB's current price of $345.66, SHELTON WEALTH MANAGEMENT, LLC's estimated gain on his IWB holdings is $1.21 Mil, reflecting a 14.20% gain to date.

SHELTON WEALTH MANAGEMENT, LLC IWB ($345.66) Holding Chart

SHELTON WEALTH MANAGEMENT, LLC IWB ($345.66) 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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