Strategic Equity Management IWV Holdings History
Strategic Equity Management's iShares Russell 3000 ETF Holding Summary
As of 2025-03-31, Strategic Equity Management held 52,582.00 shares of iShares Russell 3000 ETF(IWV), totaling $16.70 Mil. This investment constitutes 7.02% of their stock portfolio, and Strategic Equity Management now holds 0.11% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2022Q2. And since then Strategic Equity Management has made 10 purchases of IWV, at an average price of $249.13, for a total of 194,825.00 shares. In addition, there have been 2 sales at an average price of $253.47 for 142,243.00 shares. Based on historical transaction data and IWV's current price of $360.77, Strategic Equity Management's estimated gain on his IWV holdings is $6.49 Mil, reflecting a 13.37% gain to date.
Strategic Equity Management IWV ($360.77) Holding Chart
Strategic Equity Management IWV ($360.77) 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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