Samalin Investment Counsel, LLC IWY Holdings History
Samalin Investment Counsel, LLC's iShares Russell Top 200 Growth ETF Holding Summary
As of 2025-03-31, Samalin Investment Counsel, LLC held 15,515.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $3.27 Mil. This investment constitutes 1.33% of their stock portfolio, and Samalin Investment Counsel, LLC now holds 0.03% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2020Q4. And since then Samalin Investment Counsel, LLC has made 14 purchases of IWY, at an average price of $149.39, for a total of 18,591.00 shares. In addition, there have been 4 sales at an average price of $170.05 for 3,076.00 shares. Based on historical transaction data and IWY's current price of $246.51, Samalin Investment Counsel, LLC's estimated gain on his IWY holdings is $1.57 Mil, reflecting a 56.54% gain to date.
Samalin Investment Counsel, LLC IWY ($246.51) Holding Chart
Samalin Investment Counsel, LLC IWY ($246.51) 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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