TRUST POINT INC. IWB Holdings History
Number of Shares
60,320.00
Current Holdings Value*
$18.50 Mil
% of Portfolio
1.69%
Total Estimate Gain
$5.99 Mil
% of Total Estimate Gain
40.01%
TRUST POINT INC.'s iShares Russell 1000 ETF Holding Summary
As of 2025-03-31, TRUST POINT INC. held 60,320.00 shares of iShares Russell 1000 ETF(IWB), totaling $18.50 Mil. This investment constitutes 1.69% of their stock portfolio, and TRUST POINT INC. now holds 0.05% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2023Q4. In addition, there have been 2 sales at an average price of $275.40 for 815.00 shares. Based on historical transaction data and IWB's current price of $343.73, TRUST POINT INC.'s estimated gain on his IWB holdings is $5.99 Mil, reflecting a 40.01% gain to date.
TRUST POINT INC. IWB ($343.73) Holding Chart
TRUST POINT INC. IWB ($343.73) 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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