StrategIQ Financial Group, LLC IWV Holdings History
StrategIQ Financial Group, LLC's iShares Russell 3000 ETF Holding Summary
As of 2023-12-31, StrategIQ Financial Group, LLC held 97,009.00 shares of iShares Russell 3000 ETF(IWV), totaling $26.56 Mil. This investment constitutes 3% of their stock portfolio, and StrategIQ Financial Group, LLC now holds 0.21% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2021Q4. And since then StrategIQ Financial Group, LLC has made 2 purchases of IWV, at an average price of $269.93, for a total of 118,403.00 shares. In addition, there have been 6 sales at an average price of $232.82 for 21,394.00 shares. Based on historical transaction data and IWV's current price of $349.21, StrategIQ Financial Group, LLC's estimated gain on his IWV holdings is $6.90 Mil, reflecting a 21.58% gain to date.
StrategIQ Financial Group, LLC IWV ($349.21) Holding Chart
StrategIQ Financial Group, LLC IWV ($349.21) 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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