VICTORY FINANCIAL GROUP, LLC IWY Holdings History
Number of Shares
415,819.00
Current Holdings Value*
$87.43 Mil
% of Portfolio
16.78%
Total Estimate Gain
$19.31 Mil
% of Total Estimate Gain
22.52%
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 $252.72, VICTORY FINANCIAL GROUP, LLC's estimated gain on his IWY holdings is $19.31 Mil, reflecting a 22.52% gain to date.
VICTORY FINANCIAL GROUP, LLC IWY ($252.72) Holding Chart
VICTORY FINANCIAL GROUP, LLC IWY ($252.72) 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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