SVB WEALTH LLC IWX Holdings History
SVB WEALTH LLC's iShares Russell Top 200 Value ETF Holding Summary
As of 2025-03-31, SVB WEALTH LLC held - shares of iShares Russell Top 200 Value ETF(IWX), totaling N/A. This investment constitutes 0% of their stock portfolio, and SVB WEALTH LLC now holds 0% of the outstanding iShares Russell Top 200 Value ETF(IWX) stock.
The initial trade took place in 2023Q3. And since then SVB WEALTH LLC has made 5 purchases of IWX, at an average price of $75.58, for a total of 1.06 Mil shares. In addition, there have been 2 sales at an average price of $80.80 for 1.06 Mil shares. Based on historical transaction data and IWX's current price of $85.36, SVB WEALTH LLC's estimated gain on his IWX holdings is $5.54 Mil, reflecting a 6.92% gain to date.
SVB WEALTH LLC IWX ($85.36) Holding Chart
SVB WEALTH LLC IWX ($85.36) 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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