Sculati Wealth Management, LLC IWY Holdings History
Number of Shares
2,649.00
Current Holdings Value*
$558,780.00
% of Portfolio
0.23%
Total Estimate Gain
$58,066.08
% of Total Estimate Gain
9.53%
Sculati Wealth Management, LLC's iShares Russell Top 200 Growth ETF Holding Summary
As of 2025-03-31, Sculati Wealth Management, LLC held 2,649.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $558,780.00. This investment constitutes 0.23% of their stock portfolio, and Sculati Wealth Management, LLC now holds 0% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2025Q1. And since then Sculati Wealth Management, LLC has made 1 purchases of IWY, at an average price of $230.05, for a total of 2,649.00 shares. Based on historical transaction data and IWY's current price of $251.97, Sculati Wealth Management, LLC's estimated gain on his IWY holdings is $58,066.08, reflecting a 9.53% gain to date.
Sculati Wealth Management, LLC IWY ($251.97) Holding Chart
Sculati Wealth Management, LLC IWY ($251.97) 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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