SVB WEALTH LLC IWY Holdings History
SVB WEALTH LLC's iShares Russell Top 200 Growth ETF Holding Summary
As of 2025-03-31, SVB WEALTH LLC held - shares of iShares Russell Top 200 Growth ETF(IWY), 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 Growth ETF(IWY) stock.
The initial trade took place in 2021Q4. And since then SVB WEALTH LLC has made 6 purchases of IWY, at an average price of $204.20, for a total of 660,595.00 shares. In addition, there have been 3 sales at an average price of $224.70 for 660,595.00 shares. Based on historical transaction data and IWY's current price of $250.55, SVB WEALTH LLC's estimated gain on his IWY holdings is $13.54 Mil, reflecting a 10.04% gain to date.
SVB WEALTH LLC IWY ($250.55) Holding Chart
SVB WEALTH LLC IWY ($250.55) 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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