Number of Shares
21,230.00
Current Holdings Value*
$7.45 Mil
% of Portfolio
2.79%
Total Estimate Gain
$687,427.40
% of Total Estimate Gain
9.97%

Vigilare Wealth Management's iShares Russell 3000 ETF Holding Summary

As of 2025-06-30, Vigilare Wealth Management held 21,230.00 shares of iShares Russell 3000 ETF(IWV), totaling $7.45 Mil. This investment constitutes 2.79% of their stock portfolio, and Vigilare Wealth Management now holds 0.05% of the outstanding iShares Russell 3000 ETF(IWV) stock.

The initial trade took place in 2025Q2. And since then Vigilare Wealth Management has made 1 purchases of IWV, at an average price of $324.69, for a total of 21,230.00 shares. Based on historical transaction data and IWV's current price of $357.07, Vigilare Wealth Management's estimated gain on his IWV holdings is $687,427.40, reflecting a 9.97% gain to date.

Vigilare Wealth Management IWV ($357.07) Holding Chart

Vigilare Wealth Management IWV ($357.07) 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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