Trinity Wealth Management, LLC IWY Holdings History
Trinity Wealth Management, LLC's iShares Russell Top 200 Growth ETF Holding Summary
As of 2025-06-30, Trinity Wealth Management, LLC held - shares of iShares Russell Top 200 Growth ETF(IWY), totaling N/A. This investment constitutes 0% of their stock portfolio, and Trinity Wealth Management, LLC now holds 0% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2024Q2. And since then Trinity Wealth Management, LLC has made 3 purchases of IWY, at an average price of $199.85, for a total of 20,622.00 shares. In addition, there have been 2 sales at an average price of $222.47 for 20,622.00 shares. Based on historical transaction data and IWY's current price of $251.97, Trinity Wealth Management, LLC's estimated gain on his IWY holdings is $466,539.04, reflecting a 11.32% gain to date.
Trinity Wealth Management, LLC IWY ($251.97) Holding Chart
Trinity Wealth Management, LLC IWY ($251.97) 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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