Veridan Wealth LLC IWX Holdings History
Veridan Wealth LLC's iShares Russell Top 200 Value ETF Holding Summary
As of 2025-03-31, Veridan Wealth LLC held 67,148.00 shares of iShares Russell Top 200 Value ETF(IWX), totaling $5.52 Mil. This investment constitutes 2.49% of their stock portfolio, and Veridan Wealth LLC now holds 0.22% of the outstanding iShares Russell Top 200 Value ETF(IWX) stock.
The initial trade took place in 2024Q2. And since then Veridan Wealth LLC has made 1 purchases of IWX, at an average price of $75.87, for a total of 75,831.00 shares. Based on historical transaction data and IWX's current price of $84.85, Veridan Wealth LLC's estimated gain on his IWX holdings is $656,262.03, reflecting a 11.41% gain to date.
Veridan Wealth LLC IWX ($84.85) Holding Chart
Veridan Wealth LLC IWX ($84.85) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
