Tallon Kerry Patrick IWV Holdings History
Number of Shares
22,809.00
Current Holdings Value*
$7.61 Mil
% of Portfolio
7.33%
Total Estimate Gain
$435,651.90
% of Total Estimate Gain
5.67%
Tallon Kerry Patrick's iShares Russell 3000 ETF Holding Summary
As of 2024-12-31, Tallon Kerry Patrick held 22,809.00 shares of iShares Russell 3000 ETF(IWV), totaling $7.61 Mil. This investment constitutes 7.33% of their stock portfolio, and Tallon Kerry Patrick now holds 0.05% of the outstanding iShares Russell 3000 ETF(IWV) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and IWV's current price of $355.94, Tallon Kerry Patrick's estimated gain on his IWV holdings is $435,651.90, reflecting a 5.67% gain to date.
Tallon Kerry Patrick IWV ($355.94) Holding Chart
Tallon Kerry Patrick 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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