Number of Shares
3,769.00
Current Holdings Value*
$1.16 Mil
% of Portfolio
0.53%
Total Estimate Gain
$852,483.89
% of Total Estimate Gain
18.45%

Soundwatch Capital LLC's iShares Russell 1000 ETF Holding Summary

As of 2025-03-31, Soundwatch Capital LLC held 3,769.00 shares of iShares Russell 1000 ETF(IWB), totaling $1.16 Mil. This investment constitutes 0.53% of their stock portfolio, and Soundwatch Capital LLC now holds 0% of the outstanding iShares Russell 1000 ETF(IWB) stock.

The initial trade took place in 2020Q1. And since then Soundwatch Capital LLC has made 8 purchases of IWB, at an average price of $209.83, for a total of 22,023.00 shares. In addition, there have been 9 sales at an average price of $228.89 for 18,254.00 shares. Based on historical transaction data and IWB's current price of $343.73, Soundwatch Capital LLC's estimated gain on his IWB holdings is $852,483.89, reflecting a 18.45% gain to date.

Soundwatch Capital LLC IWB ($343.73) Holding Chart

Soundwatch Capital LLC IWB ($343.73) 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 %

Top Ranked Articles

  • 1