W ADVISORS, LLC IWB Holdings History
Number of Shares
1,596.00
Current Holdings Value*
$489,560.00
% of Portfolio
0.31%
Total Estimate Gain
$34,856.64
% of Total Estimate Gain
6.75%
W ADVISORS, LLC's iShares Russell 1000 ETF Holding Summary
As of 2025-03-31, W ADVISORS, LLC held 1,596.00 shares of iShares Russell 1000 ETF(IWB), totaling $489,560.00. This investment constitutes 0.31% of their stock portfolio, and W ADVISORS, LLC now holds 0% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2025Q1. And since then W ADVISORS, LLC has made 1 purchases of IWB, at an average price of $323.34, for a total of 1,596.00 shares. Based on historical transaction data and IWB's current price of $345.18, W ADVISORS, LLC's estimated gain on his IWB holdings is $34,856.64, reflecting a 6.75% gain to date.
W ADVISORS, LLC IWB ($345.18) Holding Chart
W ADVISORS, LLC IWB ($345.18) 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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