Stonebridge Financial Planning Group, LLC IWY Holdings History
Stonebridge Financial Planning Group, LLC's iShares Russell Top 200 Growth ETF Holding Summary
As of 2025-03-31, Stonebridge Financial Planning Group, LLC held 63,740.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $13.45 Mil. This investment constitutes 6.14% of their stock portfolio, and Stonebridge Financial Planning Group, LLC now holds 0.11% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2019Q4. And since then Stonebridge Financial Planning Group, LLC has made 10 purchases of IWY, at an average price of $101.90, for a total of 87,814.00 shares. In addition, there have been 11 sales at an average price of $159.49 for 24,074.00 shares. Based on historical transaction data and IWY's current price of $251.97, Stonebridge Financial Planning Group, LLC's estimated gain on his IWY holdings is $10.95 Mil, reflecting a 122.39% gain to date.
Stonebridge Financial Planning Group, LLC IWY ($251.97) Holding Chart
Stonebridge Financial Planning Group, 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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