Number of Shares
415,819.00
Current Holdings Value*
$87.43 Mil
% of Portfolio
16.78%
Total Estimate Gain
$19.86 Mil
% of Total Estimate Gain
23.16%

VICTORY FINANCIAL GROUP, LLC's iShares Russell Top 200 Growth ETF Holding Summary

As of 2025-03-31, VICTORY FINANCIAL GROUP, LLC held 415,819.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $87.43 Mil. This investment constitutes 16.78% of their stock portfolio, and VICTORY FINANCIAL GROUP, LLC now holds 0.74% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.

The initial trade took place in 2023Q4. And since then VICTORY FINANCIAL GROUP, LLC has made 4 purchases of IWY, at an average price of $206.27, for a total of 415,819.00 shares. Based on historical transaction data and IWY's current price of $254.04, VICTORY FINANCIAL GROUP, LLC's estimated gain on his IWY holdings is $19.86 Mil, reflecting a 23.16% gain to date.

VICTORY FINANCIAL GROUP, LLC IWY ($254.04) Holding Chart

VICTORY FINANCIAL GROUP, LLC IWY ($254.04) 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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