WADE G W & INC IWB Holdings History

Number of Shares
132,474.00
Current Holdings Value*
$34.74 Mil
% of Portfolio
1.13%
Total Estimate Gain
$20.52 Mil
% of Total Estimate Gain
73.98%

WADE G W & INC's iShares Russell 1000 ETF Holding Summary

As of 2023-12-31, WADE G W & INC held 132,474.00 shares of iShares Russell 1000 ETF(IWB), totaling $34.74 Mil. This investment constitutes 1.13% of their stock portfolio, and WADE G W & INC now holds 0.11% of the outstanding iShares Russell 1000 ETF(IWB) stock.

The initial trade took place in 2014Q1. And since then WADE G W & INC has made 16 purchases of IWB, at an average price of $181.70, for a total of 152,689.00 shares. In addition, there have been 14 sales at an average price of $163.74 for 20,215.00 shares. Based on historical transaction data and IWB's current price of $339.37, WADE G W & INC's estimated gain on his IWB holdings is $20.52 Mil, reflecting a 73.98% gain to date.

WADE G W & INC IWB ($339.37) Holding Chart

WADE G W & INC IWB ($339.37) 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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