Valued Retirements, Inc. IWY Holdings History
Valued Retirements, Inc.'s iShares Russell Top 200 Growth ETF Holding Summary
As of 2025-03-31, Valued Retirements, Inc. held 9,114.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $1.92 Mil. This investment constitutes 2.53% of their stock portfolio, and Valued Retirements, Inc. now holds 0.02% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2024Q3. And since then Valued Retirements, Inc. has made 2 purchases of IWY, at an average price of $226.78, for a total of 9,114.00 shares. Based on historical transaction data and IWY's current price of $253.28, Valued Retirements, Inc.'s estimated gain on his IWY holdings is $241,557.90, reflecting a 11.69% gain to date.
Valued Retirements, Inc. IWY ($253.28) Holding Chart
Valued Retirements, Inc. IWY ($253.28) 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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