TLWM's iShares Russell 3000 ETF Holding Summary
As of 2025-03-31, TLWM held 295,435.00 shares of iShares Russell 3000 ETF(IWV), totaling $93.84 Mil. This investment constitutes 18.76% of their stock portfolio, and TLWM now holds 0.64% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2018Q2. And since then TLWM has made 20 purchases of IWV, at an average price of $194.81, for a total of 506,804.00 shares. In addition, there have been 8 sales at an average price of $204.25 for 211,369.00 shares. Based on historical transaction data and IWV's current price of $355.94, TLWM's estimated gain on his IWV holdings is $49.60 Mil, reflecting a 50.23% gain to date.
TLWM IWV ($355.94) Holding Chart
TLWM IWV ($355.94) 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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