SHELTON WEALTH MANAGEMENT, LLC IWB Holdings History
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 $348.52, SHELTON WEALTH MANAGEMENT, LLC's estimated gain on his IWB holdings is $1.26 Mil, reflecting a 14.72% gain to date.
SHELTON WEALTH MANAGEMENT, LLC IWB ($348.52) Holding Chart
SHELTON WEALTH MANAGEMENT, LLC IWB ($348.52) 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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