St. Clair Advisors, LLC IWB Holdings History
St. Clair Advisors, LLC's iShares Russell 1000 ETF Holding Summary
As of 2025-06-30, St. Clair Advisors, LLC held 12,789.00 shares of iShares Russell 1000 ETF(IWB), totaling $4.34 Mil. This investment constitutes 1.14% of their stock portfolio, and St. Clair Advisors, LLC now holds 0.01% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2020Q4. And since then St. Clair Advisors, LLC has made 8 purchases of IWB, at an average price of $228.79, for a total of 29,955.00 shares. In addition, there have been 8 sales at an average price of $257.35 for 17,166.00 shares. Based on historical transaction data and IWB's current price of $346.88, St. Clair Advisors, LLC's estimated gain on his IWB holdings is $2.00 Mil, reflecting a 29.19% gain to date.
St. Clair Advisors, LLC IWB ($346.88) Holding Chart
St. Clair Advisors, LLC IWB ($346.88) 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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